LWM
LJI Wealth Management’s PureCycle Technologies PCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
14,500
+2,000
| +16% | +$27.4K | 0.03% | 176 |
|
|
2025
Q1 | $86.5K | Buy |
+12,500
| New | +$86.5K | 0.02% | 176 |
|
|
2024
Q1 | – | Sell |
-36,000
| Closed | -$146K | – | 161 |
|
|
2023
Q4 | $146K | Buy |
+36,000
| New | +$146K | 0.04% | 163 |
|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$70K | – | 184 |
|
|
2023
Q1 | $70K | Buy |
+10,000
| New | +$70K | 0.02% | 155 |
|