Moran Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,888
| Closed | -$3.77M | – | 449 |
|
|
2024
Q3 | $3.77M | Sell |
20,888
-52,562
| -72% | -$9.5M | 0.12% | 205 |
|
|
2024
Q2 | $13.3M | Buy |
73,450
+117
| +0.2% | +$21.3K | 0.44% | 76 |
|
|
2024
Q1 | $13.9M | Sell |
73,333
-493
| -0.7% | -$93.1K | 0.45% | 77 |
|
|
2023
Q4 | $12.9M | Sell |
73,826
-3,386
| -4% | -$592K | 0.46% | 75 |
|
|
2023
Q3 | $10.9M | Buy |
+77,212
| New | +$10.9M | 0.42% | 91 |
|