Lindbrook Capital’s PTC PTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $56.1K | Buy |
362
+144
| +66% | +$22.3K | 0.01% | 948 |
|
2024
Q4 | $40.1K | Buy |
218
+25
| +13% | +$4.6K | ﹤0.01% | 911 |
|
2024
Q3 | $34.9K | Sell |
193
-17
| -8% | -$3.07K | ﹤0.01% | 989 |
|
2024
Q2 | $38.2K | Buy |
210
+22
| +12% | +$4K | ﹤0.01% | 910 |
|
2024
Q1 | $35.5K | Buy |
188
+13
| +7% | +$2.46K | ﹤0.01% | 923 |
|
2023
Q4 | $30.6K | Buy |
175
+91
| +108% | +$15.9K | ﹤0.01% | 969 |
|
2023
Q3 | $11.9K | Buy |
84
+6
| +8% | +$850 | ﹤0.01% | 1319 |
|
2023
Q2 | $11.1K | Sell |
78
-27
| -26% | -$3.84K | ﹤0.01% | 1397 |
|
2023
Q1 | $13.5K | Buy |
105
+5
| +5% | +$641 | ﹤0.01% | 1272 |
|
2022
Q4 | $12K | Buy |
100
+52
| +108% | +$6.24K | ﹤0.01% | 1343 |
|
2022
Q3 | $5K | Sell |
48
-30
| -38% | -$3.13K | ﹤0.01% | 1685 |
|
2022
Q2 | $8K | Buy |
78
+28
| +56% | +$2.87K | ﹤0.01% | 1359 |
|
2022
Q1 | $5K | Buy |
50
+20
| +67% | +$2K | ﹤0.01% | 1604 |
|
2021
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 1596 |
|
2021
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 1336 |
|
2021
Q2 | $4K | Sell |
30
-4
| -12% | -$533 | ﹤0.01% | 1390 |
|
2021
Q1 | $5K | Buy |
34
+4
| +13% | +$588 | ﹤0.01% | 1266 |
|
2020
Q4 | $4K | Buy |
30
+10
| +50% | +$1.33K | ﹤0.01% | 1271 |
|
2020
Q3 | $2K | Sell |
20
-9
| -31% | -$900 | ﹤0.01% | 1428 |
|
2020
Q2 | $2K | Sell |
29
-27
| -48% | -$1.86K | ﹤0.01% | 1423 |
|
2020
Q1 | $3K | Sell |
56
-88
| -61% | -$4.71K | ﹤0.01% | 1218 |
|
2019
Q4 | $11K | Hold |
144
| – | – | ﹤0.01% | 907 |
|
2019
Q3 | $10K | Buy |
144
+27
| +23% | +$1.88K | ﹤0.01% | 905 |
|
2019
Q2 | $10K | Hold |
117
| – | – | ﹤0.01% | 904 |
|
2019
Q1 | $10K | Hold |
117
| – | – | ﹤0.01% | 896 |
|
2018
Q4 | $9K | Buy |
+117
| New | +$9K | ﹤0.01% | 853 |
|