Loring Wolcott & Coolidge Fiduciary Advisors’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-109
| Closed | -$7K | – | 703 |
|
|
2019
Q3 | $7K | Hold |
109
| – | – | ﹤0.01% | 592 |
|
|
2019
Q2 | $10K | Buy |
+109
| New | +$10K | ﹤0.01% | 561 |
|
|
2017
Q4 | – | Sell |
-21
| Closed | -$1K | – | 848 |
|
|
2017
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 731 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$105K | – | 649 |
|
|
2017
Q1 | $105K | Buy |
+2,000
| New | +$105K | ﹤0.01% | 344 |
|