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Simplicity Wealth’s PTC PTC Stock Holding History

Simplicity Wealth’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,057
Closed -$374K – 1034
2024
Q2 		$374K Buy
2,057
+5
+0.2% +$908 0.01% 870
2024
Q1 		$388K Buy
+2,052
New +$388K 0.01% 830