Axxcess Wealth Management’s PagerDuty PD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,664
| Closed | -$235K | – | 909 |
|
|
2024
Q3 | $235K | Sell |
12,664
-904
| -7% | -$16.8K | 0.01% | 779 |
|
|
2024
Q2 | $311K | Buy |
13,568
+3,491
| +35% | +$80K | 0.01% | 637 |
|
|
2024
Q1 | $229K | Sell |
10,077
-277
| -3% | -$6.28K | 0.01% | 760 |
|
|
2023
Q4 | $240K | Buy |
10,354
+1,178
| +13% | +$27.3K | 0.01% | 724 |
|
|
2023
Q3 | $206K | Buy |
+9,176
| New | +$206K | 0.01% | 724 |
|
|
2023
Q2 | – | Sell |
-7,522
| Closed | -$263K | – | 660 |
|
|
2023
Q1 | $263K | Sell |
7,522
-563
| -7% | -$19.7K | 0.02% | 510 |
|
|
2022
Q4 | $215K | Sell |
8,085
-5,530
| -41% | -$147K | 0.02% | 541 |
|
|
2022
Q3 | $314K | Sell |
13,615
-888
| -6% | -$20.5K | 0.03% | 390 |
|
|
2022
Q2 | $359K | Buy |
14,503
+1,910
| +15% | +$47.3K | 0.03% | 362 |
|
|
2022
Q1 | $431K | Sell |
12,593
-3,595
| -22% | -$123K | 0.03% | 384 |
|
|
2021
Q4 | $563K | Buy |
+16,188
| New | +$563K | 0.04% | 328 |
|