Reilly Financial Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1083 |
|
|
2019
Q2 | – | Sell |
-114
| Closed | -$11K | – | 1002 |
|
|
2019
Q1 | $11K | Hold |
114
| – | – | ﹤0.01% | 667 |
|
|
2018
Q4 | $9K | Hold |
114
| – | – | ﹤0.01% | 666 |
|
|
2018
Q3 | $12K | Hold |
114
| – | – | ﹤0.01% | 656 |
|
|
2018
Q2 | $11K | Hold |
114
| – | – | ﹤0.01% | 647 |
|
|
2018
Q1 | $9K | Buy |
+114
| New | +$9K | ﹤0.01% | 675 |
|