JFS Wealth Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13K | Hold |
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|
2025
Q2 | $11K | Buy |
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|
2025
Q1 | $7.75K | Sell |
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|
2024
Q4 | $9.38K | Hold |
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|
2024
Q3 | $9.21K | Buy |
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|
2024
Q2 | $8.9K | Hold |
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|
2024
Q1 | $9.26K | Hold |
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|
2023
Q4 | $8.57K | Sell |
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|
2023
Q3 | $7.08K | Sell |
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|
2023
Q2 | $8.11K | Hold |
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|
2023
Q1 | $7.31K | Sell |
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|
2022
Q4 | $7.08K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $2K | Buy |
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