Mount Yale Investment Advisors’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,921	Closed	-$721K	–	561
2024 Q4	$721K	Sell	3,921 -28	-0.7%	-$5.15K	0.06%	266
2024 Q3	$713K	Buy	3,949 +2,204	+126%	+$398K	0.07%	265
2024 Q2	$317K	Sell	1,745 -700	-29%	-$127K	0.03%	425
2024 Q1	$462K	Buy	+2,445	New	+$462K	0.04%	370