SWA
SOA Wealth Advisors’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$1.55K | – | 923 |
|
|
2025
Q1 | $1.55K | Hold |
10
| – | – | ﹤0.01% | 724 |
|
|
2024
Q4 | $1.84K | Hold |
10
| – | – | ﹤0.01% | 698 |
|
|
2024
Q3 | $1.81K | Hold |
10
| – | – | ﹤0.01% | 680 |
|
|
2024
Q2 | $1.82K | Hold |
10
| – | – | ﹤0.01% | 684 |
|
|
2024
Q1 | $1.89K | Hold |
10
| – | – | ﹤0.01% | 713 |
|
|
2023
Q4 | $1.75K | Hold |
10
| – | – | ﹤0.01% | 712 |
|
|
2023
Q3 | $1.42K | Hold |
10
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $1.42K | Hold |
10
| – | – | ﹤0.01% | 752 |
|
|
2023
Q1 | $1.28K | Hold |
10
| – | – | ﹤0.01% | 773 |
|
|
2022
Q4 | $1.2K | Hold |
10
| – | – | ﹤0.01% | 783 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 795 |
|
|
2022
Q2 | $1K | Sell |
10
-24
| -71% | -$2.4K | ﹤0.01% | 779 |
|
|
2022
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 761 |
|
|
2021
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 701 |
|
|
2021
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 719 |
|
|
2021
Q2 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 701 |
|