Wealthspire Advisors (Maryland)’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-36
| Closed | -$3K | – | 1667 |
|
|
2019
Q1 | $3K | Sell |
36
-12
| -25% | -$1K | ﹤0.01% | 2039 |
|
|
2018
Q4 | $4K | Buy |
48
+7
| +17% | +$583 | ﹤0.01% | 1850 |
|
|
2018
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 1920 |
|
|
2018
Q2 | $4K | Sell |
41
-187
| -82% | -$18.2K | ﹤0.01% | 1897 |
|
|
2018
Q1 | $18K | Sell |
228
-135
| -37% | -$10.7K | ﹤0.01% | 1332 |
|
|
2017
Q4 | $22K | Sell |
363
-306
| -46% | -$18.5K | ﹤0.01% | 1300 |
|
|
2017
Q3 | $38K | Buy |
669
+96
| +17% | +$5.45K | ﹤0.01% | 1068 |
|
|
2017
Q2 | $32K | Hold |
573
| – | – | ﹤0.01% | 1104 |
|
|
2017
Q1 | $30K | Buy |
573
+7
| +1% | +$366 | ﹤0.01% | 955 |
|
|
2016
Q4 | $26K | Sell |
566
-112
| -17% | -$5.15K | ﹤0.01% | 947 |
|
|
2016
Q3 | $30K | Buy |
678
+100
| +17% | +$4.43K | ﹤0.01% | 935 |
|
|
2016
Q2 | $22K | Buy |
578
+122
| +27% | +$4.64K | ﹤0.01% | 974 |
|
|
2016
Q1 | $15K | Buy |
456
+48
| +12% | +$1.58K | ﹤0.01% | 1076 |
|
|
2015
Q4 | $14K | Buy |
+408
| New | +$14K | ﹤0.01% | 1097 |
|