Mirabella Financial Services’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Hold |
10,343
| – | – | 0.18% | 84 |
|
|
2025
Q1 | $1.62M | Hold |
10,343
| – | – | 0.06% | 174 |
|
|
2024
Q4 | $1.9M | Sell |
10,343
-10,343
| -50% | -$1.9M | 0.17% | 106 |
|
|
2024
Q3 | $3.64M | Buy |
20,686
+17,465
| +542% | +$3.07M | 0.2% | 73 |
|
|
2024
Q2 | $585K | Buy |
+3,221
| New | +$585K | 0.04% | 232 |
|
|
2024
Q1 | – | Sell |
-66,296
| Closed | -$11.6M | – | 673 |
|
|
2023
Q4 | $11.6M | Buy |
+66,296
| New | +$11.6M | 1.55% | 6 |
|
|
2023
Q2 | – | Sell |
-5,569
| Closed | -$714K | – | 615 |
|
|
2023
Q1 | $714K | Sell |
5,569
-14,749
| -73% | -$1.89M | 0.11% | 169 |
|
|
2022
Q4 | $2.44M | Buy |
20,318
+12,391
| +156% | +$1.49M | 0.22% | 77 |
|
|
2022
Q3 | $838K | Buy |
+7,927
| New | +$838K | 0.09% | 128 |
|
|
2022
Q2 | – | Sell |
-12,950
| Closed | -$1.4M | – | 671 |
|
|
2022
Q1 | $1.4M | Buy |
12,950
+7,794
| +151% | +$840K | 0.16% | 127 |
|
|
2021
Q4 | $625K | Buy |
+5,156
| New | +$625K | 0.06% | 208 |
|