Plante Moran Financial Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4
| Closed | – | – | 898 |
|
|
2019
Q2 | $0 | Sell |
4
-23
| -85% | – | ﹤0.01% | 827 |
|
|
2019
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 719 |
|
|
2018
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 735 |
|
|
2018
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 653 |
|
|
2018
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 686 |
|
|
2018
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 853 |
|
|
2017
Q4 | – | Sell |
-23
| Closed | -$1K | – | 910 |
|
|
2017
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 780 |
|
|
2017
Q2 | $1K | Sell |
23
-40
| -63% | -$1.74K | ﹤0.01% | 796 |
|
|
2017
Q1 | $3K | Sell |
63
-22
| -26% | -$1.05K | ﹤0.01% | 766 |
|
|
2016
Q4 | $4K | Buy |
85
+45
| +113% | +$2.12K | ﹤0.01% | 766 |
|
|
2016
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 845 |
|
|
2014
Q3 | – | Sell |
-120
| Closed | -$5K | – | 839 |
|
|
2014
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 668 |
|
|
2014
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 501 |
|
|
2013
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 562 |
|
|
2013
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 523 |
|
|
2013
Q2 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 503 |
|