Golden State 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 | $5K | Hold |
29
| – | – | ﹤0.01% | 1227 |
|
|
2025
Q1 | $4.49K | Hold |
29
| – | – | ﹤0.01% | 1189 |
|
|
2024
Q4 | $5.33K | Buy |
+29
| New | +$5.33K | ﹤0.01% | 1107 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$6K | – | 701 |
|
|
2020
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 716 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$7K | – | 691 |
|
|
2019
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 809 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 791 |
|
|
2019
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 804 |
|