DAS
Diversify Advisory Services’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
2,632
+622
| +31% | +$127K | 0.02% | 512 |
|
|
2025
Q1 | $309K | Buy |
2,010
+319
| +19% | +$49K | 0.02% | 487 |
|
|
2024
Q4 | $308K | Sell |
1,691
-75
| -4% | -$13.7K | 0.02% | 478 |
|
|
2024
Q3 | $323K | Buy |
1,766
+192
| +12% | +$35.1K | 0.02% | 481 |
|
|
2024
Q2 | $279K | Sell |
1,574
-1,152
| -42% | -$204K | 0.02% | 529 |
|
|
2024
Q1 | $513K | Buy |
+2,726
| New | +$513K | 0.03% | 421 |
|