Global Retirement Partners’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5K | Buy |
+322
| New | +$55.5K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $31.1K | Buy |
169
+4
| +2% | +$735 | ﹤0.01% | 1841 |
|
|
2024
Q3 | $29.8K | Sell |
165
-12
| -7% | -$2.17K | ﹤0.01% | 1802 |
|
|
2024
Q2 | $32.2K | Sell |
177
-47
| -21% | -$8.54K | ﹤0.01% | 1757 |
|
|
2024
Q1 | $42.3K | Buy |
224
+16
| +8% | +$3.02K | ﹤0.01% | 1477 |
|
|
2023
Q4 | $35.7K | Sell |
208
-124
| -37% | -$21.3K | ﹤0.01% | 1510 |
|
|
2023
Q3 | $46.4K | Buy |
332
+46
| +16% | +$6.42K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $40.7K | Buy |
286
+20
| +8% | +$2.85K | ﹤0.01% | 1366 |
|
|
2023
Q1 | $33.3K | Sell |
266
-53
| -17% | -$6.63K | ﹤0.01% | 1416 |
|
|
2022
Q4 | $38.3K | Buy |
319
+96
| +43% | +$11.5K | ﹤0.01% | 1214 |
|
|
2022
Q3 | $26K | Sell |
223
-7
| -3% | -$816 | ﹤0.01% | 1275 |
|
|
2022
Q2 | $24K | Sell |
230
-4
| -2% | -$417 | ﹤0.01% | 1288 |
|
|
2022
Q1 | $25K | Buy |
+234
| New | +$25K | ﹤0.01% | 1269 |
|
|
2021
Q4 | – | Sell |
-101
| Closed | -$12K | – | 1394 |
|
|
2021
Q3 | $12K | Buy |
101
+37
| +58% | +$4.4K | ﹤0.01% | 1374 |
|
|
2021
Q2 | $9K | Buy |
64
+46
| +256% | +$6.47K | ﹤0.01% | 1406 |
|
|
2021
Q1 | $2K | Sell |
18
-126
| -88% | -$14K | ﹤0.01% | 1652 |
|
|
2020
Q4 | $17K | Sell |
144
-10
| -6% | -$1.18K | ﹤0.01% | 1094 |
|
|
2020
Q3 | $13K | Sell |
154
-13
| -8% | -$1.1K | ﹤0.01% | 1069 |
|
|
2020
Q2 | $13K | Sell |
167
-16
| -9% | -$1.25K | ﹤0.01% | 1042 |
|
|
2020
Q1 | $11K | Hold |
183
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q4 | $14K | Buy |
183
+31
| +20% | +$2.37K | ﹤0.01% | 1074 |
|
|
2019
Q3 | $10K | Buy |
152
+53
| +54% | +$3.49K | ﹤0.01% | 1125 |
|
|
2019
Q2 | $9K | Buy |
99
+11
| +13% | +$1K | ﹤0.01% | 1144 |
|
|
2019
Q1 | $8K | Hold |
88
| – | – | ﹤0.01% | 1124 |
|
|
2018
Q4 | $7K | Sell |
88
-144
| -62% | -$11.5K | ﹤0.01% | 1075 |
|
|
2018
Q3 | $25K | Sell |
232
-17
| -7% | -$1.83K | 0.01% | 747 |
|
|
2018
Q2 | $23K | Buy |
249
+126
| +102% | +$11.6K | 0.01% | 758 |
|
|
2018
Q1 | $10K | Sell |
123
-38
| -24% | -$3.09K | ﹤0.01% | 973 |
|
|
2017
Q4 | $10K | Sell |
161
-12
| -7% | -$745 | ﹤0.01% | 915 |
|
|
2017
Q3 | $10K | Sell |
173
-1
| -0.6% | -$58 | ﹤0.01% | 838 |
|
|
2017
Q2 | $10K | Hold |
174
| – | – | ﹤0.01% | 792 |
|
|
2017
Q1 | $9K | Buy |
+174
| New | +$9K | 0.01% | 784 |
|