TD Private Client 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 | $20K | Sell |
116
-32
| -22% | -$5.52K | ﹤0.01% | 985 |
|
2025
Q1 | $22.9K | Buy |
148
+35
| +31% | +$5.42K | ﹤0.01% | 927 |
|
2024
Q4 | $20.8K | Sell |
113
-10
| -8% | -$1.84K | ﹤0.01% | 973 |
|
2024
Q3 | $22.2K | Buy |
123
+4
| +3% | +$723 | ﹤0.01% | 956 |
|
2024
Q2 | $21.6K | Buy |
119
+7
| +6% | +$1.27K | ﹤0.01% | 940 |
|
2024
Q1 | $21.2K | Hold |
112
| – | – | ﹤0.01% | 944 |
|
2023
Q4 | $19.6K | Sell |
112
-10
| -8% | -$1.75K | ﹤0.01% | 955 |
|
2023
Q3 | $17.3K | Buy |
122
+94
| +336% | +$13.3K | ﹤0.01% | 958 |
|
2023
Q2 | $3.98K | Sell |
28
-6
| -18% | -$854 | ﹤0.01% | 1138 |
|
2023
Q1 | $4.36K | Hold |
34
| – | – | ﹤0.01% | 1112 |
|
2022
Q4 | $4.08K | Buy |
34
+7
| +26% | +$840 | ﹤0.01% | 1090 |
|
2022
Q3 | $2.82K | Hold |
27
| – | – | ﹤0.01% | 1092 |
|
2022
Q2 | $2.87K | Hold |
27
| – | – | ﹤0.01% | 1108 |
|
2022
Q1 | $2.91K | Sell |
27
-13
| -33% | -$1.4K | ﹤0.01% | 1134 |
|
2021
Q4 | $4.85K | Buy |
40
+21
| +111% | +$2.54K | ﹤0.01% | 955 |
|
2021
Q3 | $2.28K | Hold |
19
| – | – | ﹤0.01% | 1023 |
|
2021
Q2 | $2.68K | Buy |
19
+7
| +58% | +$989 | ﹤0.01% | 1013 |
|
2021
Q1 | $1.65K | Hold |
12
| – | – | ﹤0.01% | 1015 |
|
2020
Q4 | $1.44K | Sell |
12
-8
| -40% | -$957 | ﹤0.01% | 981 |
|
2020
Q3 | $1.65K | Sell |
20
-370
| -95% | -$30.6K | ﹤0.01% | 931 |
|
2020
Q2 | $30.3K | Sell |
390
-156
| -29% | -$12.1K | ﹤0.01% | 674 |
|
2020
Q1 | $33.4K | Sell |
546
-183
| -25% | -$11.2K | ﹤0.01% | 634 |
|
2019
Q4 | $54.6K | Buy |
+729
| New | +$54.6K | ﹤0.01% | 594 |
|