TFO Wealth Partners’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$378 | – | 596 |
|
|
2024
Q1 | $378 | Sell |
2
-8
| -80% | -$1.51K | ﹤0.01% | 331 |
|
|
2023
Q4 | $1.75K | Buy |
10
+5
| +100% | +$875 | ﹤0.01% | 143 |
|
|
2023
Q3 | $712 | Buy |
5
+3
| +150% | +$427 | ﹤0.01% | 362 |
|
|
2023
Q2 | $285 | Hold |
2
| – | – | ﹤0.01% | 421 |
|
|
2023
Q1 | $256 | Buy |
2
+1
| +100% | +$128 | ﹤0.01% | 415 |
|
|
2022
Q4 | $29 | Buy |
+1
| New | +$29 | ﹤0.01% | 895 |
|