JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $514K | Sell |
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|
2021
Q4 | $927K | Sell |
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|
2021
Q3 | $962K | Sell |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $961K | Buy |
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|
2020
Q3 | $380K | Sell |
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|
2020
Q2 | $1.82M | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $978K | Buy |
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