EverSource Wealth 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 | $121K | Buy |
705
+287
| +69% | +$49.4K | 0.01% | 1088 |
|
|
2025
Q1 | $64.8K | Buy |
418
+147
| +54% | +$22.8K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $49.8K | Buy |
271
+18
| +7% | +$3.31K | ﹤0.01% | 1191 |
|
|
2024
Q3 | $45.7K | Sell |
253
-222
| -47% | -$40.1K | ﹤0.01% | 1110 |
|
|
2024
Q2 | $84.5K | Buy |
475
+11
| +2% | +$1.96K | 0.01% | 868 |
|
|
2024
Q1 | $82.3K | Buy |
464
+43
| +10% | +$7.63K | 0.01% | 785 |
|
|
2023
Q4 | $73.7K | Buy |
421
+2
| +0.5% | +$350 | 0.01% | 753 |
|
|
2023
Q3 | $59.4K | Hold |
419
| – | – | 0.01% | 748 |
|
|
2023
Q2 | $59.6K | Hold |
419
| – | – | 0.01% | 765 |
|
|
2023
Q1 | $53.7K | Buy |
419
+7
| +2% | +$898 | 0.01% | 774 |
|
|
2022
Q4 | $49.5K | Buy |
412
+54
| +15% | +$6.48K | 0.01% | 767 |
|
|
2022
Q3 | $37K | Buy |
358
+336
| +1,527% | +$34.7K | 0.01% | 720 |
|
|
2022
Q2 | $2K | Buy |
22
+7
| +47% | +$636 | ﹤0.01% | 1548 |
|
|
2022
Q1 | $2K | Sell |
15
-52
| -78% | -$6.93K | ﹤0.01% | 1565 |
|
|
2021
Q4 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 1063 |
|