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TriaGen Wealth Management’s PTC PTC Stock Holding History

TriaGen Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,962
Closed -$401K – 194
2021
Q2 		$401K Buy
+2,962
New +$401K 0.21% 116