Westside Investment Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50
| Closed | -$9.45K | – | 1001 |
|
|
2024
Q1 | $9.45K | Hold |
50
| – | – | ﹤0.01% | 640 |
|
|
2023
Q4 | $8.75K | Hold |
50
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $7.08K | Hold |
50
| – | – | ﹤0.01% | 645 |
|
|
2023
Q2 | $7.12K | Hold |
50
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $6.41K | Hold |
50
| – | – | ﹤0.01% | 665 |
|
|
2022
Q4 | $6 | Hold |
50
| – | – | ﹤0.01% | 685 |
|
|
2022
Q3 | $5 | Hold |
50
| – | – | ﹤0.01% | 687 |
|
|
2022
Q2 | $5 | Hold |
50
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $5 | Hold |
50
| – | – | ﹤0.01% | 687 |
|
|
2021
Q4 | $6 | Hold |
50
| – | – | ﹤0.01% | 648 |
|
|
2021
Q3 | $5 | Hold |
50
| – | – | ﹤0.01% | 659 |
|
|
2021
Q2 | $7 | Hold |
50
| – | – | ﹤0.01% | 607 |
|
|
2021
Q1 | $6 | Hold |
50
| – | – | ﹤0.01% | 612 |
|
|
2020
Q4 | $5 | Hold |
50
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $4 | Hold |
50
| – | – | ﹤0.01% | 569 |
|
|
2020
Q2 | $3 | Hold |
50
| – | – | ﹤0.01% | 586 |
|
|
2020
Q1 | $3 | Buy |
+50
| New | +$3 | ﹤0.01% | 574 |
|
|
2018
Q1 | – | Sell |
-76
| Closed | -$4.89K | – | 826 |
|
|
2017
Q4 | $4.89K | Sell |
76
-61
| -45% | -$3.93K | ﹤0.01% | 684 |
|
|
2017
Q3 | $8.03K | Hold |
137
| – | – | ﹤0.01% | 595 |
|
|
2017
Q2 | $7.78K | Buy |
137
+38
| +38% | +$2.16K | 0.01% | 594 |
|
|
2017
Q1 | $5.07K | Buy |
+99
| New | +$5.07K | ﹤0.01% | 624 |
|