Wealthspire Advisors (Maryland)’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-36	Closed	-$3K	–	1668
2019 Q1	$3K	Sell	36 -12	-25%	-$1.06K	﹤0.01%	2039
2018 Q4	$4K	Buy	48 +7	+17%	+$615	﹤0.01%	1851
2018 Q3	$4K	Hold	41	–	–	﹤0.01%	1922
2018 Q2	$4K	Sell	41 -187	-82%	-$16.2K	﹤0.01%	1899
2018 Q1	$18K	Sell	228 -135	-37%	-$9.85K	﹤0.01%	1332
2017 Q4	$22K	Sell	363 -306	-46%	-$19K	﹤0.01%	1300
2017 Q3	$38K	Buy	669 +96	+17%	+$5.32K	﹤0.01%	1068
2017 Q2	$32K	Hold	573	–	–	﹤0.01%	1104
2017 Q1	$30K	Buy	573 +7	+1%	+$370	﹤0.01%	955
2016 Q4	$26K	Sell	566 -112	-17%	-$5.24K	﹤0.01%	947
2016 Q3	$30K	Buy	678 +100	+17%	+$4.15K	﹤0.01%	935
2016 Q2	$22K	Buy	578 +122	+27%	+$4.37K	﹤0.01%	974
2016 Q1	$15K	Buy	456 +48	+12%	+$1.48K	﹤0.01%	1076
2015 Q4	$14K	Buy	+408	New	+$14.3K	﹤0.01%	1097