Sigma Planning Corp’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
1,642
-1,686
| -51% | -$291K | 0.01% | 1015 |
|
|
2025
Q1 | $516K | Sell |
3,328
-959
| -22% | -$149K | 0.02% | 731 |
|
|
2024
Q4 | $788K | Sell |
4,287
-1,121
| -21% | -$206K | 0.02% | 578 |
|
|
2024
Q3 | $977K | Sell |
5,408
-70
| -1% | -$12.6K | 0.03% | 506 |
|
|
2024
Q2 | $995K | Hold |
5,478
| – | – | 0.03% | 491 |
|
|
2024
Q1 | $1.04M | Buy |
+5,478
| New | +$1.04M | 0.03% | 499 |
|
|
2022
Q1 | – | Sell |
-1,973
| Closed | -$239K | – | 1444 |
|
|
2021
Q4 | $239K | Sell |
1,973
-5,867
| -75% | -$711K | 0.01% | 1183 |
|
|
2021
Q3 | $939K | Sell |
7,840
-96
| -1% | -$11.5K | 0.03% | 557 |
|
|
2021
Q2 | $1.12M | Buy |
+7,936
| New | +$1.12M | 0.03% | 510 |
|