Gradient Investments’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$1.23K | – | 1685 |
|
|
2023
Q4 | $1.23K | Hold |
7
| – | – | ﹤0.01% | 1359 |
|
|
2023
Q3 | $992 | Hold |
7
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q2 | $996 | Buy |
+7
| New | +$996 | ﹤0.01% | 1363 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$240 | – | 1614 |
|
|
2022
Q4 | $240 | Buy |
+2
| New | +$240 | ﹤0.01% | 1363 |
|
|
2016
Q2 | – | Sell |
-13
| Closed | – | – | 774 |
|
|
2016
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 778 |
|
|
2015
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 730 |
|
|
2015
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 665 |
|
|
2015
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 583 |
|
|
2015
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 690 |
|
|
2014
Q4 | – | Sell |
-13
| Closed | – | – | 590 |
|
|
2014
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 523 |
|
|
2014
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 470 |
|
|
2014
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 606 |
|
|
2013
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 643 |
|
|
2013
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 572 |
|
|
2013
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 489 |
|