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Dynasty Wealth Management’s PTC PTC Stock Holding History

Dynasty Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227K Sell
1,318
-207
-14% -$35.7K ﹤0.01% 226
2025
Q1 		$236K Buy
1,525
+83
+6% +$12.9K ﹤0.01% 244
2024
Q4 		$265K Buy
+1,442
New +$265K ﹤0.01% 234