HIA
PTIX

Harbor Investment Advisory’s Performance Technologies PTIX Stock Holding History

Harbor Investment Advisory’s Portfolio PTIX Stock Details PTIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$1 – 1336
2025
Q4 		$1 Hold
1
– – ﹤0.01% 1227
2025
Q3 		$3 Hold
1
– – ﹤0.01% 1174
2025
Q2 		$4 Buy
+1
New +$4 ﹤0.01% 1169
2023
Q1 		– Hold
0
– – – 1364
2022
Q4 		– Hold
0
– – – 1383
2022
Q3 		– Hold
0
– – – 1383
2022
Q2 		– Hold
0
– – – 1392
2022
Q1 		– Hold
0
– – – 1390
2021
Q4 		– Hold
0
– – – 1358
2021
Q3 		– Hold
0
– – – 1350
2021
Q2 		– Hold
0
– – – 1297

Other funds holding PTIX

DS
DRW Securities Chicago, Illinois $1.84B AUM 20.54% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UFPG
United Financial Planning Group Hauppauge, New York $169M AUM