TWA
TCI Wealth Advisors’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$513 | – | 1722 |
|
|
2023
Q1 | $513 | Hold |
4
| – | – | ﹤0.01% | 2214 |
|
|
2022
Q4 | $480 | Hold |
4
| – | – | ﹤0.01% | 2215 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2517 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$5K | – | 2458 |
|
|
2021
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 1616 |
|
|
2021
Q2 | $6K | Buy |
40
+11
| +38% | +$1.65K | ﹤0.01% | 1330 |
|
|
2021
Q1 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 1389 |
|