True Wealth Design’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.09K | Buy |
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|
2025
Q2 | $2.24K | Hold |
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|
2025
Q1 | $2.02K | Buy |
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|
2024
Q4 | $1.29K | Hold |
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|
2024
Q3 | $1.26K | Buy |
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|
2024
Q2 | $909 | Buy |
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|
2024
Q1 | $756 | Buy |
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|
2023
Q4 | $350 | Hold |
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|
2023
Q3 | $284 | Hold |
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|
2023
Q2 | $285 | Hold |
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|
2023
Q1 | $257 | Hold |
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|
2022
Q4 | $240 | Buy |
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