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WR Wealth Planners’s PTC PTC Stock Holding History

WR Wealth Planners’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$8.46K Hold
46
– – ﹤0.01% 618
2024
Q3 		$8.31K Hold
46
– – ﹤0.01% 663
2024
Q2 		$8.36K Hold
46
– – ﹤0.01% 633
2024
Q1 		$8.69K Buy
+46
New +$8.69K ﹤0.01% 625