Mid Atlantic Financial Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $361K | Hold |
3,013
| – | – | 0.02% | 578 |
|
|
2021
Q2 | $426K | Hold |
3,013
| – | – | 0.03% | 529 |
|
|
2021
Q1 | $415K | Hold |
3,013
| – | – | 0.03% | 497 |
|
|
2020
Q4 | $360K | Buy |
3,013
+3
| +0.1% | +$358 | 0.03% | 507 |
|
|
2020
Q3 | $280K | Hold |
3,010
| – | – | 0.02% | 543 |
|
|
2020
Q2 | $234K | Buy |
+3,010
| New | +$234K | 0.02% | 569 |
|
|
2020
Q1 | – | Sell |
-3,010
| Closed | -$225K | – | 747 |
|
|
2019
Q4 | $225K | Buy |
+3,010
| New | +$225K | 0.02% | 613 |
|