CVA Family Office’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96K | Sell |
52
-20
| -28% | -$3.45K | ﹤0.01% | 817 |
|
|
2025
Q1 | $11.2K | Buy |
72
+20
| +38% | +$3.1K | ﹤0.01% | 774 |
|
|
2024
Q4 | $9.56K | Buy |
52
+40
| +333% | +$7.36K | ﹤0.01% | 796 |
|
|
2024
Q3 | $2.17K | Buy |
12
+1
| +9% | +$181 | ﹤0.01% | 967 |
|
|
2024
Q2 | $2K | Buy |
11
+6
| +120% | +$1.09K | ﹤0.01% | 962 |
|
|
2024
Q1 | $945 | Hold |
5
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q4 | $875 | Buy |
+5
| New | +$875 | ﹤0.01% | 994 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$712 | – | 770 |
|
|
2023
Q2 | $712 | Hold |
5
| – | – | ﹤0.01% | 965 |
|
|
2023
Q1 | $641 | Sell |
5
-20
| -80% | -$2.56K | ﹤0.01% | 929 |
|
|
2022
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 789 |
|