Avior Wealth Management’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-62
| Closed | -$2.89K | – | 1868 |
|
|
2024
Q4 | $2.89K | Buy |
62
+14
| +29% | +$652 | ﹤0.01% | 2041 |
|
|
2024
Q3 | $1.75K | Buy |
48
+22
| +85% | +$804 | ﹤0.01% | 1994 |
|
|
2024
Q2 | $786 | Buy |
+26
| New | +$786 | ﹤0.01% | 2058 |
|
|
2023
Q2 | – | Sell |
-132
| Closed | -$3.2K | – | 1654 |
|
|
2023
Q1 | $3.2K | Buy |
+132
| New | +$3.2K | ﹤0.01% | 1328 |
|
|
2022
Q2 | – | Sell |
-8,494
| Closed | -$342K | – | 1191 |
|
|
2022
Q1 | $342K | Sell |
8,494
-1,452
| -15% | -$58.5K | 0.03% | 361 |
|
|
2021
Q4 | $556K | Hold |
9,946
| – | – | 0.05% | 309 |
|
|
2021
Q3 | $632K | Buy |
9,946
+1,394
| +16% | +$88.6K | 0.05% | 263 |
|
|
2021
Q2 | $595K | Buy |
+8,552
| New | +$595K | 0.06% | 264 |
|