Veritable’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,530
| Closed | -$461K | – | 781 |
|
|
2020
Q1 | $461K | Buy |
7,530
+395
| +6% | +$24.2K | 0.01% | 466 |
|
|
2019
Q4 | $534K | Buy |
7,135
+803
| +13% | +$60.1K | 0.01% | 515 |
|
|
2019
Q3 | $432K | Sell |
6,332
-1,014
| -14% | -$69.2K | 0.01% | 546 |
|
|
2019
Q2 | $659K | Sell |
7,346
-677
| -8% | -$60.7K | 0.01% | 440 |
|
|
2019
Q1 | $740K | Hold |
8,023
| – | – | 0.01% | 405 |
|
|
2018
Q4 | $665K | Buy |
+8,023
| New | +$665K | 0.02% | 401 |
|