Glassman Wealth Services’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-74
| Closed | -$12.9K | – | 1421 |
|
|
2023
Q4 | $12.9K | Buy |
74
+3
| +4% | +$525 | ﹤0.01% | 809 |
|
|
2023
Q3 | $10.1K | Hold |
71
| – | – | ﹤0.01% | 852 |
|
|
2023
Q2 | $10.1K | Hold |
71
| – | – | ﹤0.01% | 814 |
|
|
2023
Q1 | $9.1K | Buy |
71
+15
| +27% | +$1.92K | ﹤0.01% | 848 |
|
|
2022
Q4 | $6.72K | Buy |
56
+17
| +44% | +$2.04K | ﹤0.01% | 947 |
|
|
2022
Q3 | $4K | Sell |
39
-10
| -20% | -$1.03K | ﹤0.01% | 1071 |
|
|
2022
Q2 | $5K | Buy |
49
+22
| +81% | +$2.25K | ﹤0.01% | 1017 |
|
|
2022
Q1 | $3K | Sell |
27
-13
| -33% | -$1.44K | ﹤0.01% | 1158 |
|
|
2021
Q4 | $5K | Buy |
40
+21
| +111% | +$2.63K | ﹤0.01% | 998 |
|
|
2021
Q3 | $2K | Buy |
19
+6
| +46% | +$632 | ﹤0.01% | 1207 |
|
|
2021
Q2 | $2K | Buy |
13
+12
| +1,200% | +$1.85K | ﹤0.01% | 1172 |
|
|
2021
Q1 | $0 | Sell |
1
-9
| -90% | – | ﹤0.01% | 1587 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1263 |
|
|
2020
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1217 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 1470 |
|
|
2020
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1471 |
|
|
2019
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1416 |
|