Private Wealth Management Group’s PTC PTC Stock Holding History

Private Wealth Management Group’s Portfolio PTC Stock Details PTC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.67K	Hold
2025 Q2	$3.96K	Sell
2025 Q1	$10.4K	Buy
2024 Q4	$9.38K	Buy
2024 Q3	$9.03K	Buy
2024 Q2	$8.9K	Buy
2024 Q1	$6.24K	Hold
2023 Q4	$5.77K	Buy