Wealthspire Advisors (New York)’s PCTEL, Inc. Common Stock PCTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-109,443
| Closed | -$455K | – | 662 |
|
|
2023
Q3 | $455K | Hold |
109,443
| – | – | 0.01% | 409 |
|
|
2023
Q2 | $525K | Buy |
109,443
+21,144
| +24% | +$101K | 0.01% | 351 |
|
|
2023
Q1 | $374K | Hold |
88,299
| – | – | 0.01% | 401 |
|
|
2022
Q4 | $380K | Hold |
88,299
| – | – | 0.01% | 414 |
|
|
2022
Q3 | $417K | Hold |
88,299
| – | – | 0.01% | 368 |
|
|
2022
Q2 | $361K | Buy |
88,299
+1,922
| +2% | +$7.86K | 0.01% | 361 |
|
|
2022
Q1 | $401K | Hold |
86,377
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $490K | Hold |
86,377
| – | – | 0.01% | 324 |
|
|
2021
Q3 | $537K | Hold |
86,377
| – | – | 0.01% | 341 |
|
|
2021
Q2 | $566K | Buy |
86,377
+8,276
| +11% | +$54.2K | 0.01% | 213 |
|
|
2021
Q1 | $543K | Hold |
78,101
| – | – | 0.01% | 372 |
|
|
2020
Q4 | $513K | Buy |
+78,101
| New | +$513K | 0.02% | 303 |
|
|
2020
Q2 | – | Sell |
-67,935
| Closed | -$452K | – | 550 |
|
|
2020
Q1 | $452K | Buy |
+67,935
| New | +$452K | 0.02% | 308 |
|