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Legacy Wealth Asset Management’s PTC PTC Stock Holding History

Legacy Wealth Asset Management’s Portfolio PTC Stock Details PTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,900
Closed -$349K – 360
2024
Q4 		$349K Sell
1,900
-143
-7% -$26.3K 0.1% 283
2024
Q3 		$369K Buy
+2,043
New +$369K 0.1% 282