SteelPeak Wealth’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
1,347
-5,723
| -81% | -$986K | 0.01% | 445 |
|
|
2025
Q1 | $1.1M | Buy |
7,070
+2,722
| +63% | +$422K | 0.05% | 231 |
|
|
2024
Q4 | $799K | Buy |
4,348
+274
| +7% | +$50.4K | 0.03% | 265 |
|
|
2024
Q3 | $736K | Buy |
4,074
+173
| +4% | +$31.3K | 0.03% | 257 |
|
|
2024
Q2 | $709K | Buy |
3,901
+23
| +0.6% | +$4.18K | 0.03% | 254 |
|
|
2024
Q1 | $733K | Buy |
3,878
+451
| +13% | +$85.2K | 0.04% | 245 |
|
|
2023
Q4 | $600K | Sell |
3,427
-1,962
| -36% | -$343K | 0.03% | 248 |
|
|
2023
Q3 | $764K | Buy |
5,389
+1,465
| +37% | +$208K | 0.05% | 204 |
|
|
2023
Q2 | $558K | Sell |
3,924
-1,360
| -26% | -$194K | 0.03% | 226 |
|
|
2023
Q1 | $678K | Buy |
5,284
+1,524
| +41% | +$195K | 0.05% | 198 |
|
|
2022
Q4 | $451K | Sell |
3,760
-217
| -5% | -$26K | 0.03% | 258 |
|
|
2022
Q3 | $416K | Sell |
3,977
-809
| -17% | -$84.6K | 0.03% | 275 |
|
|
2022
Q2 | $509K | Buy |
4,786
+119
| +3% | +$12.7K | 0.04% | 247 |
|
|
2022
Q1 | $503K | Buy |
+4,667
| New | +$503K | 0.03% | 275 |
|