La Financiere de L'Echiquier’s PTC PTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-6,695
| Closed | -$946K | – | 100 |
|
2021
Q2 | $946K | Buy |
+6,695
| New | +$946K | 0.04% | 84 |
|
2019
Q3 | – | Sell |
-7,738
| Closed | -$695K | – | 61 |
|
2019
Q2 | $695K | Hold |
7,738
| – | – | 0.1% | 39 |
|
2019
Q1 | $713K | Sell |
7,738
-8,409
| -52% | -$775K | 0.12% | 36 |
|
2018
Q4 | $1.34M | Buy |
16,147
+11,820
| +273% | +$980K | 0.26% | 30 |
|
2018
Q3 | $459K | Buy |
+4,327
| New | +$459K | 0.08% | 33 |
|