Gitterman Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
+898
| New | +$155K | 0.04% | 190 |
|
|
2024
Q4 | – | Sell |
-2,725
| Closed | -$492K | – | 151 |
|
|
2024
Q3 | $492K | Buy |
2,725
+1,241
| +84% | +$224K | 0.21% | 31 |
|
|
2024
Q2 | $270K | Buy |
1,484
+25
| +2% | +$4.54K | 0.1% | 70 |
|
|
2024
Q1 | $276K | Buy |
1,459
+75
| +5% | +$14.2K | 0.11% | 68 |
|
|
2023
Q4 | $242K | Buy |
+1,384
| New | +$242K | 0.11% | 67 |
|