Institutional & Family Asset Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-24
| Closed | -$2K | – | 871 |
|
|
2019
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 731 |
|
|
2019
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 732 |
|
|
2018
Q4 | $2K | Sell |
24
-24
| -50% | -$2K | ﹤0.01% | 707 |
|
|
2018
Q3 | $5K | Sell |
48
-7
| -13% | -$729 | ﹤0.01% | 616 |
|
|
2018
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 618 |
|
|
2018
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 627 |
|