Transamerica Financial Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 672 |
|
|
2023
Q4 | $1K | Sell |
1
-5
| -83% | -$5K | ﹤0.01% | 546 |
|
|
2023
Q3 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 569 |
|
|
2023
Q2 | $1K | Sell |
7
-1
| -13% | -$143 | ﹤0.01% | 541 |
|
|
2023
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 524 |
|
|
2022
Q4 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 603 |
|
|
2022
Q3 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 568 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 577 |
|