Rothschild Investment LLC’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Sell |
124
-61
| -33% | -$10.5K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $28.7K | Buy |
185
+42
| +29% | +$6.51K | ﹤0.01% | 904 |
|
|
2024
Q4 | $26.3K | Sell |
143
-6
| -4% | -$1.1K | ﹤0.01% | 931 |
|
|
2024
Q3 | $26.9K | Sell |
149
-9
| -6% | -$1.63K | ﹤0.01% | 929 |
|
|
2024
Q2 | $28.7K | Sell |
158
-13
| -8% | -$2.36K | ﹤0.01% | 892 |
|
|
2024
Q1 | $32.3K | Buy |
171
+1
| +0.6% | +$189 | ﹤0.01% | 817 |
|
|
2023
Q4 | $29.7K | Buy |
+170
| New | +$29.7K | ﹤0.01% | 767 |
|