Lee Financial’s PTC PTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-18
| Closed | -$2.16K | – | 926 |
|
2022
Q4 | $2.16K | Buy |
18
+9
| +100% | +$1.08K | ﹤0.01% | 678 |
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 779 |
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 811 |
|
2022
Q1 | $1K | Sell |
9
-10
| -53% | -$1.11K | ﹤0.01% | 733 |
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 774 |
|