IFP Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Buy |
129
+64
| +98% | +$11K | ﹤0.01% | 2489 |
|
|
2025
Q1 | $13.2K | Buy |
65
+19
| +41% | +$3.85K | ﹤0.01% | 2473 |
|
|
2024
Q4 | $12.1K | Sell |
46
-15
| -25% | -$3.96K | ﹤0.01% | 2456 |
|
|
2024
Q3 | $11K | Buy |
61
+4
| +7% | +$723 | ﹤0.01% | 2384 |
|
|
2024
Q2 | $10.4K | Sell |
57
-41
| -42% | -$7.45K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $18.5K | Buy |
98
+10
| +11% | +$1.89K | ﹤0.01% | 2001 |
|
|
2023
Q4 | $15.4K | Buy |
88
+2
| +2% | +$350 | ﹤0.01% | 2019 |
|
|
2023
Q3 | $12.2K | Hold |
86
| – | – | ﹤0.01% | 2166 |
|
|
2023
Q2 | $12.2K | Hold |
86
| – | – | ﹤0.01% | 2227 |
|
|
2023
Q1 | $7.49K | Sell |
86
-30
| -26% | -$2.61K | ﹤0.01% | 2408 |
|
|
2022
Q4 | $13K | Sell |
116
-27
| -19% | -$3.03K | ﹤0.01% | 3221 |
|
|
2022
Q3 | $13K | Buy |
143
+21
| +17% | +$1.91K | ﹤0.01% | 3463 |
|
|
2022
Q2 | $11K | Hold |
122
| – | – | ﹤0.01% | 3345 |
|
|
2022
Q1 | $11K | Buy |
122
+28
| +30% | +$2.53K | ﹤0.01% | 3345 |
|
|
2021
Q4 | $11K | Buy |
94
+10
| +12% | +$1.17K | ﹤0.01% | 2151 |
|
|
2021
Q3 | $10K | Buy |
84
+48
| +133% | +$5.71K | ﹤0.01% | 2231 |
|
|
2021
Q2 | $5K | Buy |
36
+2
| +6% | +$278 | ﹤0.01% | 2466 |
|
|
2021
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 2403 |
|
|
2020
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 2408 |
|
|
2020
Q3 | $3K | Buy |
34
+21
| +162% | +$1.85K | ﹤0.01% | 2366 |
|
|
2020
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 2556 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3423 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$3K | – | 3426 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2559 |
|
|
2019
Q1 | $2K | Sell |
19
-131
| -87% | -$13.8K | ﹤0.01% | 2106 |
|
|
2018
Q4 | $12K | Sell |
150
-331
| -69% | -$26.5K | ﹤0.01% | 2386 |
|
|
2018
Q3 | $51K | Sell |
481
-635
| -57% | -$67.3K | ﹤0.01% | 1878 |
|
|
2018
Q2 | $105K | Sell |
1,116
-799
| -42% | -$75.2K | ﹤0.01% | 1440 |
|
|
2018
Q1 | $116K | Hold |
1,915
| – | – | 0.01% | 1299 |
|
|
2017
Q4 | $116K | Sell |
1,915
-476
| -20% | -$28.8K | 0.01% | 1296 |
|
|
2017
Q3 | $135K | Sell |
2,391
-1,052
| -31% | -$59.4K | 0.01% | 1370 |
|
|
2017
Q2 | $190K | Buy |
3,443
+2,800
| +435% | +$155K | 0.01% | 1153 |
|
|
2017
Q1 | $34K | Buy |
643
+323
| +101% | +$17.1K | ﹤0.01% | 2150 |
|
|
2016
Q4 | $15K | Buy |
320
+174
| +119% | +$8.16K | ﹤0.01% | 2644 |
|
|
2016
Q3 | $6K | Buy |
146
+110
| +306% | +$4.52K | ﹤0.01% | 3127 |
|
|
2016
Q2 | $1K | Buy |
36
+17
| +89% | +$472 | ﹤0.01% | 3647 |
|
|
2016
Q1 | $2K | Sell |
19
-142
| -88% | -$14.9K | ﹤0.01% | 2106 |
|
|
2015
Q4 | $6K | Buy |
+161
| New | +$6K | ﹤0.01% | 2859 |
|