First Personal Financial Services’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13
| Closed | -$2.27K | – | 585 |
|
|
2024
Q2 | $2.27K | Hold |
13
| – | – | ﹤0.01% | 329 |
|
|
2024
Q1 | $2.36K | Hold |
13
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $2.19K | Hold |
13
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $1.77K | Buy |
+13
| New | +$1.77K | ﹤0.01% | 366 |
|
|
2018
Q2 | – | Sell |
-770
| Closed | -$60K | – | 879 |
|
|
2018
Q1 | $60K | Buy |
770
+290
| +60% | +$22.6K | 0.01% | 404 |
|
|
2017
Q4 | $29K | Buy |
480
+55
| +13% | +$3.32K | 0.01% | 579 |
|
|
2017
Q3 | $24K | Sell |
425
-287
| -40% | -$16.2K | 0.01% | 557 |
|
|
2017
Q2 | $39K | Buy |
712
+18
| +3% | +$986 | 0.01% | 464 |
|
|
2017
Q1 | $36K | Hold |
694
| – | – | 0.01% | 461 |
|
|
2016
Q4 | $32K | Buy |
694
+23
| +3% | +$1.06K | 0.01% | 459 |
|
|
2016
Q3 | $30K | Buy |
671
+45
| +7% | +$2.01K | 0.01% | 363 |
|
|
2016
Q2 | $24K | Buy |
+626
| New | +$24K | 0.01% | 389 |
|