Principal Securities’s PTC PTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $80.7K | Sell |
468
-341
| -42% | -$58.8K | ﹤0.01% | 1628 |
|
2025
Q1 | $149K | Hold |
809
| – | – | ﹤0.01% | 1260 |
|
2024
Q4 | $149K | Buy |
809
+26
| +3% | +$4.78K | ﹤0.01% | 1258 |
|
2024
Q3 | $141K | Buy |
783
+450
| +135% | +$81.3K | ﹤0.01% | 1238 |
|
2024
Q2 | $60.5K | Buy |
333
+17
| +5% | +$3.09K | ﹤0.01% | 1531 |
|
2024
Q1 | $59.7K | Buy |
316
+54
| +21% | +$10.2K | ﹤0.01% | 1490 |
|
2023
Q4 | $45.8K | Buy |
+262
| New | +$45.8K | ﹤0.01% | 1532 |
|