Tortoise Investment Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27K | Buy |
19
+4
| +27% | +$689 | ﹤0.01% | 705 |
|
|
2025
Q1 | $2.32K | Hold |
15
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $2.76K | Sell |
15
-15
| -50% | -$2.76K | ﹤0.01% | 732 |
|
|
2024
Q3 | $5.42K | Buy |
30
+15
| +100% | +$2.71K | ﹤0.01% | 679 |
|
|
2024
Q2 | $2.73K | Hold |
15
| – | – | ﹤0.01% | 735 |
|
|
2024
Q1 | $2.83K | Hold |
15
| – | – | ﹤0.01% | 727 |
|
|
2023
Q4 | $2.62K | Sell |
15
-1
| -6% | -$175 | ﹤0.01% | 676 |
|
|
2023
Q3 | $2.27K | Buy |
16
+1
| +7% | +$142 | ﹤0.01% | 682 |
|
|
2023
Q2 | $2.14K | Hold |
15
| – | – | ﹤0.01% | 693 |
|
|
2023
Q1 | $1.92K | Hold |
15
| – | – | ﹤0.01% | 695 |
|
|
2022
Q4 | $1.8K | Buy |
+15
| New | +$1.8K | ﹤0.01% | 698 |
|