Pinnacle Wealth Planning Services’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,284
| Closed | -$232K | – | 525 |
|
|
2024
Q3 | $232K | Buy |
1,284
+1
| +0.1% | +$181 | 0.03% | 404 |
|
|
2024
Q2 | $233K | Hold |
1,283
| – | – | 0.03% | 367 |
|
|
2024
Q1 | $242K | Sell |
1,283
-1
| -0.1% | -$189 | 0.04% | 369 |
|
|
2023
Q4 | $225K | Buy |
+1,284
| New | +$225K | 0.04% | 361 |
|
|
2021
Q1 | – | Sell |
-120
| Closed | -$14K | – | 1548 |
|
|
2020
Q4 | $14K | Buy |
+120
| New | +$14K | ﹤0.01% | 1287 |
|