L.J. Altfest & Co’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
4,394
+226
| +5% | +$38.9K | 0.09% | 159 |
|
|
2025
Q1 | $646K | Buy |
+4,168
| New | +$646K | 0.08% | 174 |
|
|
2022
Q2 | – | Sell |
-4,008
| Closed | -$432K | – | 274 |
|
|
2022
Q1 | $432K | Buy |
4,008
+12
| +0.3% | +$1.29K | 0.08% | 167 |
|
|
2021
Q4 | $484K | Buy |
3,996
+11
| +0.3% | +$1.33K | 0.09% | 155 |
|
|
2021
Q3 | $477K | Buy |
3,985
+49
| +1% | +$5.87K | 0.1% | 146 |
|
|
2021
Q2 | $556K | Buy |
3,936
+540
| +16% | +$76.3K | 0.12% | 130 |
|
|
2021
Q1 | $467K | Buy |
3,396
+40
| +1% | +$5.5K | 0.11% | 148 |
|
|
2020
Q4 | $401K | Buy |
3,356
+581
| +21% | +$69.4K | 0.1% | 155 |
|
|
2020
Q3 | $230K | Buy |
2,775
+3
| +0.1% | +$249 | 0.06% | 200 |
|
|
2020
Q2 | $216K | Buy |
+2,772
| New | +$216K | 0.06% | 197 |
|