Spire Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.86K | Hold |
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|
2025
Q2 | $3.27K | Sell |
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|
2025
Q1 | $19.2K | Sell |
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|
2024
Q4 | $23.5K | Hold |
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|
2024
Q3 | $23.1K | Sell |
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|
2024
Q2 | $24.9K | Sell |
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|
2024
Q1 | $26.6K | Buy |
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|
2023
Q4 | $24.3K | Buy |
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|
2023
Q3 | $16.7K | Buy |
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|
2023
Q2 | $16.5K | Sell |
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|
2023
Q1 | $2.74M | Buy |
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|
2022
Q4 | $3K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $30K | Sell |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $42K | Buy |
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