Shine Investment Advisory Services’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-592
| Closed | -$44K | – | 764 |
|
|
2019
Q4 | $44K | Sell |
592
-360
| -38% | -$26.8K | 0.02% | 353 |
|
|
2019
Q3 | $65K | Sell |
952
-244
| -20% | -$16.7K | 0.03% | 259 |
|
|
2019
Q2 | $107K | Sell |
1,196
-29
| -2% | -$2.59K | 0.05% | 175 |
|
|
2019
Q1 | $113K | Buy |
1,225
+92
| +8% | +$8.49K | 0.05% | 166 |
|
|
2018
Q4 | $94K | Buy |
1,133
+56
| +5% | +$4.65K | 0.05% | 176 |
|
|
2018
Q3 | $114K | Buy |
1,077
+59
| +6% | +$6.25K | 0.06% | 162 |
|
|
2018
Q2 | $95K | Sell |
1,018
-124
| -11% | -$11.6K | 0.05% | 189 |
|
|
2018
Q1 | $89K | Buy |
1,142
+255
| +29% | +$19.9K | 0.05% | 186 |
|
|
2017
Q4 | $54K | Buy |
887
+174
| +24% | +$10.6K | 0.03% | 293 |
|
|
2017
Q3 | $40K | Hold |
713
| – | – | 0.02% | 337 |
|
|
2017
Q2 | $39K | Buy |
+713
| New | +$39K | 0.02% | 323 |
|