MorganRosel Wealth Management’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.45K	Buy	20 +2	+11%	+$345	﹤0.01%	299
2025 Q1	$2.79K	Buy	+18	New	+$2.79K	﹤0.01%	303
2024 Q3	–	Sell	-4,707	Closed	-$855K	–	108
2024 Q2	$855K	Buy	4,707 +1,439	+44%	+$261K	0.3%	61
2024 Q1	$617K	Buy	+3,268	New	+$617K	0.22%	75