TD Ameritrade Investment Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-60
| Closed | -$9K | – | 364 |
|
|
2023
Q2 | $9K | Sell |
60
-6
| -9% | -$900 | ﹤0.01% | 360 |
|
|
2023
Q1 | $8K | Sell |
66
-6
| -8% | -$727 | ﹤0.01% | 402 |
|
|
2022
Q4 | $9K | Sell |
72
-75
| -51% | -$9.38K | ﹤0.01% | 396 |
|
|
2022
Q3 | $15K | Hold |
147
| – | – | ﹤0.01% | 350 |
|
|
2022
Q2 | $16K | Sell |
147
-14
| -9% | -$1.52K | ﹤0.01% | 395 |
|
|
2022
Q1 | $17K | Buy |
161
+14
| +10% | +$1.48K | ﹤0.01% | 435 |
|
|
2021
Q4 | $18K | Sell |
147
-73
| -33% | -$8.94K | ﹤0.01% | 424 |
|
|
2021
Q3 | $18K | Buy |
220
+57
| +35% | +$4.66K | ﹤0.01% | 400 |
|
|
2021
Q2 | $23K | Sell |
163
-57
| -26% | -$8.04K | ﹤0.01% | 388 |
|
|
2021
Q1 | $26K | Hold |
220
| – | – | ﹤0.01% | 377 |
|
|
2020
Q4 | $26K | Hold |
220
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $18K | Sell |
220
-38
| -15% | -$3.11K | ﹤0.01% | 400 |
|
|
2020
Q2 | $20K | Hold |
258
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $16K | Sell |
258
-43
| -14% | -$2.67K | ﹤0.01% | 376 |
|
|
2019
Q4 | $23K | Buy |
301
+234
| +349% | +$17.9K | ﹤0.01% | 382 |
|
|
2019
Q3 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 526 |
|