Schubert & Co’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34
| Closed | -$4.36K | – | 1153 |
|
|
2023
Q1 | $4.36K | Sell |
34
-7
| -17% | -$898 | ﹤0.01% | 508 |
|
|
2022
Q4 | $4.92K | Sell |
41
-3
| -7% | -$360 | ﹤0.01% | 440 |
|
|
2022
Q3 | $5K | Buy |
44
+13
| +42% | +$1.48K | ﹤0.01% | 420 |
|
|
2022
Q2 | $3K | Buy |
31
+21
| +210% | +$2.03K | ﹤0.01% | 639 |
|
|
2022
Q1 | $1K | Buy |
10
+4
| +67% | +$400 | ﹤0.01% | 869 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 812 |
|