Crewe Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.4K | Sell |
385
-55
| -13% | -$9.48K | 0.01% | 266 |
|
|
2025
Q1 | $68.2K | Hold |
440
| – | – | 0.01% | 242 |
|
|
2024
Q4 | $80.9K | Sell |
440
-34
| -7% | -$6.25K | 0.01% | 229 |
|
|
2024
Q3 | $85.6K | Buy |
474
+5
| +1% | +$903 | 0.01% | 248 |
|
|
2024
Q2 | $85.2K | Sell |
469
-30
| -6% | -$5.45K | 0.01% | 295 |
|
|
2024
Q1 | $94.3K | Buy |
+499
| New | +$94.3K | 0.01% | 283 |
|
|
2023
Q3 | – | Sell |
-630
| Closed | -$89.6K | – | 849 |
|
|
2023
Q2 | $89.6K | Buy |
630
+45
| +8% | +$6.4K | 0.01% | 212 |
|
|
2023
Q1 | $75K | Sell |
585
-195
| -25% | -$25K | 0.01% | 262 |
|
|
2022
Q4 | $93.6K | Hold |
780
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $82K | Sell |
780
-115
| -13% | -$12.1K | 0.01% | 248 |
|
|
2022
Q2 | $95K | Buy |
895
+120
| +15% | +$12.7K | 0.02% | 218 |
|
|
2022
Q1 | $83K | Buy |
775
+490
| +172% | +$52.5K | 0.02% | 192 |
|
|
2021
Q4 | $35K | Buy |
+285
| New | +$35K | 0.01% | 217 |
|