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Williamson Legacy Group’s PTC PTC Stock Holding History

Williamson Legacy Group’s Portfolio PTC Stock Details PTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,102
Closed -$1.11M – 126
2024
Q2 		$1.11M Buy
6,102
+19
+0.3% +$3.45K 0.82% 24
2024
Q1 		$1.15M Buy
6,083
+627
+11% +$118K 0.89% 34
2023
Q4 		$955K Buy
+5,456
New +$955K 0.89% 33