True Wealth Design’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24K | Hold |
13
| – | – | ﹤0.01% | 1141 |
|
|
2025
Q1 | $2.02K | Buy |
13
+6
| +86% | +$930 | ﹤0.01% | 1007 |
|
|
2024
Q4 | $1.29K | Hold |
7
| – | – | ﹤0.01% | 856 |
|
|
2024
Q3 | $1.27K | Buy |
7
+2
| +40% | +$361 | ﹤0.01% | 913 |
|
|
2024
Q2 | $909 | Buy |
5
+1
| +25% | +$182 | ﹤0.01% | 530 |
|
|
2024
Q1 | $756 | Buy |
4
+2
| +100% | +$378 | ﹤0.01% | 532 |
|
|
2023
Q4 | $350 | Hold |
2
| – | – | ﹤0.01% | 573 |
|
|
2023
Q3 | $284 | Hold |
2
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $285 | Hold |
2
| – | – | ﹤0.01% | 594 |
|
|
2023
Q1 | $257 | Hold |
2
| – | – | ﹤0.01% | 681 |
|
|
2022
Q4 | $240 | Buy |
+2
| New | +$240 | ﹤0.01% | 632 |
|