IWA
Icon Wealth Advisors’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
+596
| New | +$103K | 0.01% | 501 |
|
|
2025
Q1 | – | Sell |
-597
| Closed | -$110K | – | 523 |
|
|
2024
Q4 | $110K | Sell |
597
-1
| -0.2% | -$184 | 0.01% | 488 |
|
|
2024
Q3 | $108K | Sell |
598
-1
| -0.2% | -$181 | 0.01% | 466 |
|
|
2024
Q2 | $107K | Sell |
599
-7
| -1% | -$1.25K | 0.01% | 425 |
|
|
2024
Q1 | $114K | Sell |
606
-13
| -2% | -$2.46K | 0.01% | 443 |
|
|
2023
Q4 | $108K | Buy |
+619
| New | +$108K | 0.01% | 417 |
|