Spire Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27K | Sell |
19
-105
| -85% | -$18.1K | ﹤0.01% | 2062 |
|
|
2025
Q1 | $19.2K | Sell |
124
-4
| -3% | -$620 | ﹤0.01% | 1624 |
|
|
2024
Q4 | $23.5K | Hold |
128
| – | – | ﹤0.01% | 1569 |
|
|
2024
Q3 | $23.1K | Sell |
128
-9
| -7% | -$1.63K | ﹤0.01% | 1399 |
|
|
2024
Q2 | $24.9K | Sell |
137
-4
| -3% | -$727 | ﹤0.01% | 1365 |
|
|
2024
Q1 | $26.6K | Buy |
141
+2
| +1% | +$378 | ﹤0.01% | 1419 |
|
|
2023
Q4 | $24.3K | Buy |
139
+21
| +18% | +$3.67K | ﹤0.01% | 1468 |
|
|
2023
Q3 | $16.7K | Buy |
118
+2
| +2% | +$283 | ﹤0.01% | 1567 |
|
|
2023
Q2 | $16.5K | Sell |
116
-21,270
| -99% | -$3.03M | ﹤0.01% | 1657 |
|
|
2023
Q1 | $2.74M | Buy |
21,386
+21,358
| +76,279% | +$2.74M | 0.11% | 187 |
|
|
2022
Q4 | $3K | Buy |
28
+12
| +75% | +$1.29K | ﹤0.01% | 1985 |
|
|
2022
Q3 | $2K | Sell |
16
-126
| -89% | -$15.8K | ﹤0.01% | 1985 |
|
|
2022
Q2 | $15K | Sell |
142
-108
| -43% | -$11.4K | ﹤0.01% | 1780 |
|
|
2022
Q1 | $27K | Hold |
250
| – | – | ﹤0.01% | 1684 |
|
|
2021
Q4 | $30K | Sell |
250
-58
| -19% | -$6.96K | ﹤0.01% | 1953 |
|
|
2021
Q3 | $37K | Hold |
308
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q2 | $44K | Hold |
308
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q1 | $42K | Buy |
+308
| New | +$42K | ﹤0.01% | 1818 |
|