Wealth Enhancement Advisory Services’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
4,372
+918
| +27% | +$162K | ﹤0.01% | 1895 |
|
|
2025
Q1 | $535K | Sell |
3,454
-1,090
| -24% | -$169K | ﹤0.01% | 2004 |
|
|
2024
Q4 | $836K | Sell |
4,544
-479
| -10% | -$88.1K | ﹤0.01% | 1630 |
|
|
2024
Q3 | $907K | Hold |
5,023
| – | – | ﹤0.01% | 1452 |
|
|
2024
Q2 | $913K | Sell |
5,023
-635
| -11% | -$115K | ﹤0.01% | 1322 |
|
|
2024
Q1 | $1.07M | Buy |
5,658
+2,144
| +61% | +$405K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $615K | Sell |
3,514
-898
| -20% | -$157K | ﹤0.01% | 1391 |
|
|
2023
Q3 | $625K | Buy |
+4,412
| New | +$625K | ﹤0.01% | 1302 |
|
|
2019
Q1 | – | Sell |
-11,204
| Closed | -$982K | – | 209 |
|
|
2018
Q4 | $982K | Buy |
+11,204
| New | +$982K | 0.06% | 122 |
|
|
2018
Q2 | – | Sell |
-12,603
| Closed | -$1.03M | – | 190 |
|
|
2018
Q1 | $1.03M | Buy |
+12,603
| New | +$1.03M | 0.07% | 101 |
|