Summit Trail Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
+7,451
| New | +$1.28M | 0.02% | 385 |
|
|
2024
Q3 | – | Sell |
-1,219
| Closed | -$221K | – | 741 |
|
|
2024
Q2 | $221K | Buy |
+1,219
| New | +$221K | 0.01% | 565 |
|
|
2018
Q1 | – | Sell |
-141
| Closed | -$10K | – | 1353 |
|
|
2017
Q4 | $10K | Buy |
+141
| New | +$10K | ﹤0.01% | 1229 |
|