PTC
Petrus Trust Company’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,678
| Closed | -$714K | – | 559 |
|
|
2022
Q4 | $714K | Buy |
10,678
+6,415
| +150% | +$429K | 0.09% | 34 |
|
|
2022
Q3 | $303K | Buy |
+4,263
| New | +$303K | 0.04% | 77 |
|
|
2019
Q1 | – | Sell |
-3,617
| Closed | -$248K | – | 273 |
|
|
2018
Q4 | $248K | Buy |
+3,617
| New | +$248K | 0.05% | 126 |
|