Archford Capital Strategies’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-840
| Closed | -$30K | – | 433 |
|
|
2019
Q2 | $30K | Hold |
840
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $27K | Hold |
840
| – | – | 0.01% | 311 |
|
|
2018
Q4 | $20K | Hold |
840
| – | – | 0.01% | 320 |
|
|
2018
Q3 | $26K | Hold |
840
| – | – | 0.01% | 329 |
|
|
2018
Q2 | $23K | Hold |
840
| – | – | 0.01% | 351 |
|
|
2018
Q1 | $20K | Buy |
+840
| New | +$20K | 0.01% | 285 |
|
|
2017
Q2 | – | Sell |
-840
| Closed | -$18K | – | 499 |
|
|
2017
Q1 | $18K | Hold |
840
| – | – | 0.01% | 382 |
|
|
2016
Q4 | $15K | Hold |
840
| – | – | 0.01% | 344 |
|
|
2016
Q3 | $12K | Hold |
840
| – | – | ﹤0.01% | 361 |
|
|
2016
Q2 | $11K | Buy |
+840
| New | +$11K | 0.01% | 384 |
|