Disciplined Investments’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$1.85K | – | 1199 |
|
|
2023
Q2 | $1.85K | Hold |
13
| – | – | ﹤0.01% | 691 |
|
|
2023
Q1 | $1.67K | Buy |
13
+1
| +8% | +$128 | ﹤0.01% | 745 |
|
|
2022
Q4 | $1.44K | Sell |
12
-2
| -14% | -$240 | ﹤0.01% | 741 |
|
|
2022
Q3 | $1K | Buy |
14
+2
| +17% | +$143 | ﹤0.01% | 1048 |
|
|
2022
Q2 | $1K | Buy |
12
+1
| +9% | +$83 | ﹤0.01% | 1073 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1135 |
|