JFS Wealth 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 | $11K | Buy |
64
+14
| +28% | +$2.41K | ﹤0.01% | 836 |
|
|
2025
Q1 | $7.75K | Sell |
50
-1
| -2% | -$155 | ﹤0.01% | 967 |
|
|
2024
Q4 | $9.38K | Hold |
51
| – | – | ﹤0.01% | 872 |
|
|
2024
Q3 | $9.21K | Buy |
51
+2
| +4% | +$361 | ﹤0.01% | 885 |
|
|
2024
Q2 | $8.9K | Hold |
49
| – | – | ﹤0.01% | 832 |
|
|
2024
Q1 | $9.26K | Hold |
49
| – | – | ﹤0.01% | 840 |
|
|
2023
Q4 | $8.57K | Sell |
49
-1
| -2% | -$175 | ﹤0.01% | 828 |
|
|
2023
Q3 | $7.08K | Sell |
50
-7
| -12% | -$992 | ﹤0.01% | 849 |
|
|
2023
Q2 | $8.11K | Hold |
57
| – | – | ﹤0.01% | 797 |
|
|
2023
Q1 | $7.31K | Sell |
57
-2
| -3% | -$256 | ﹤0.01% | 842 |
|
|
2022
Q4 | $7.08K | Buy |
59
+4
| +7% | +$480 | ﹤0.01% | 849 |
|
|
2022
Q3 | $6K | Buy |
55
+25
| +83% | +$2.73K | ﹤0.01% | 937 |
|
|
2022
Q2 | $3K | Sell |
30
-16
| -35% | -$1.6K | ﹤0.01% | 1222 |
|
|
2022
Q1 | $5K | Buy |
46
+32
| +229% | +$3.48K | ﹤0.01% | 1058 |
|
|
2021
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1139 |
|