Phoenix Financial’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Buy	1,499 +122	+9%	+$21K	﹤0.01%	357
2025 Q1	$214K	Buy	+1,377	New	+$214K	﹤0.01%	341
2021 Q1	–	Sell	-2,618	Closed	-$312K	–	458
2020 Q4	$312K	Buy	+2,618	New	+$312K	0.01%	288