Global Financial Private Client’s PTC PTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8
Closed -$1.24K 1261
2025
Q1
$1.24K Buy
8
+5
+167% +$775 ﹤0.01% 1005
2024
Q4
$552 Buy
+3
New +$552 ﹤0.01% 906