Harvest Group Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-37
| Closed | -$4K | – | 542 |
|
|
2020
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 276 |
|
|
2020
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 302 |
|
|
2020
Q2 | $2K | Sell |
37
-2
| -5% | -$108 | ﹤0.01% | 320 |
|
|
2020
Q1 | $2K | Sell |
39
-106
| -73% | -$5.44K | ﹤0.01% | 321 |
|
|
2019
Q4 | $10K | Hold |
145
| – | – | 0.01% | 246 |
|
|
2019
Q3 | $10K | Hold |
145
| – | – | 0.01% | 264 |
|
|
2019
Q2 | $13K | Hold |
145
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $13K | Buy |
+145
| New | +$13K | 0.01% | 206 |
|