OneDigital Investment Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-37
| Closed | -$3K | – | 1165 |
|
|
2018
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 1230 |
|
|
2018
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 1180 |
|
|
2017
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 984 |
|
|
2017
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1170 |
|