Total Clarity Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-512
| Closed | -$54K | – | 798 |
|
|
2022
Q2 | $54K | Buy |
+512
| New | +$54K | 0.03% | 401 |
|
|
2022
Q1 | – | Sell |
-730
| Closed | -$88K | – | 735 |
|
|
2021
Q4 | $88K | Buy |
730
+120
| +20% | +$14.5K | 0.04% | 332 |
|
|
2021
Q3 | $73K | Buy |
+610
| New | +$73K | 0.03% | 351 |
|
|
2021
Q2 | – | Sell |
-610
| Closed | -$84K | – | 608 |
|
|
2021
Q1 | $84K | Buy |
+610
| New | +$84K | 0.05% | 266 |
|