Mason Investment Advisory Services’s PTC PTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,100
Closed -$851K 104
2021
Q3
$851K Hold
7,100
0.09% 51
2021
Q2
$1M Hold
7,100
0.1% 47
2021
Q1
$977K Hold
7,100
0.1% 48
2020
Q4
$849K Buy
+7,100
New +$849K 0.1% 47