Portside Wealth Group’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
2,026
+83
| +4% | +$14.3K | 0.05% | 313 |
|
|
2025
Q1 | $301K | Sell |
1,943
-1,358
| -41% | -$210K | 0.05% | 332 |
|
|
2024
Q4 | $607K | Buy |
3,301
+52
| +2% | +$9.56K | 0.1% | 199 |
|
|
2024
Q3 | $587K | Buy |
3,249
+1,887
| +139% | +$341K | 0.1% | 206 |
|
|
2024
Q2 | $247K | Sell |
1,362
-34
| -2% | -$6.18K | 0.05% | 303 |
|
|
2024
Q1 | $264K | Sell |
1,396
-16
| -1% | -$3.02K | 0.05% | 302 |
|
|
2023
Q4 | $247K | Buy |
+1,412
| New | +$247K | 0.05% | 302 |
|