LGT Financial Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172 | Buy |
+1
| New | +$172 | ﹤0.01% | 538 |
|
|
2025
Q1 | – | Sell |
-88
| Closed | -$16.2K | – | 622 |
|
|
2024
Q4 | $16.2K | Hold |
88
| – | – | 0.04% | 352 |
|
|
2024
Q3 | $15.9K | Sell |
88
-33
| -27% | -$5.96K | 0.04% | 326 |
|
|
2024
Q2 | $22K | Hold |
121
| – | – | 0.05% | 282 |
|
|
2024
Q1 | $22.9K | Hold |
121
| – | – | 0.03% | 338 |
|
|
2023
Q4 | $21.2K | Hold |
121
| – | – | 0.03% | 338 |
|
|
2023
Q3 | $17.1K | Buy |
+121
| New | +$17.1K | 0.02% | 376 |
|