Icon Wealth Partners’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-67
| Closed | -$6K | – | 621 |
|
|
2019
Q1 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 740 |
|
|
2018
Q3 | – | Sell |
-67
| Closed | -$6K | – | 618 |
|
|
2018
Q2 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 742 |
|
|
2018
Q1 | – | Sell |
-383
| Closed | -$23K | – | 617 |
|
|
2017
Q4 | $23K | Buy |
+383
| New | +$23K | 0.01% | 581 |
|