Rise Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83K | Buy |
28
+21
| +300% | +$3.62K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $1.09K | Sell |
7
-55
| -89% | -$8.53K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $11.4K | Hold |
62
| – | – | 0.01% | 944 |
|
|
2024
Q3 | $11.2K | Hold |
62
| – | – | 0.01% | 983 |
|
|
2024
Q2 | $11.3K | Hold |
62
| – | – | 0.01% | 969 |
|
|
2024
Q1 | $11.7K | Buy |
+62
| New | +$11.7K | 0.01% | 1010 |
|
|
2023
Q3 | – | Sell |
-108
| Closed | -$15.4K | – | 688 |
|
|
2023
Q2 | $15.4K | Hold |
108
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $13.8K | Hold |
108
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $13K | Hold |
108
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $11K | Hold |
108
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $11K | Buy |
+108
| New | +$11K | 0.01% | 336 |
|