CTWM
Cherry Tree Wealth Management’s Pegasystems PEGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2K | Buy |
96
+48
| +100% | +$2.6K | ﹤0.01% | 471 |
|
|
2025
Q1 | $3.34K | Hold |
48
| – | – | ﹤0.01% | 579 |
|
|
2024
Q4 | $4.47K | Hold |
48
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $3.51K | Hold |
48
| – | – | ﹤0.01% | 504 |
|
|
2024
Q2 | $2.91K | Hold |
48
| – | – | ﹤0.01% | 496 |
|
|
2024
Q1 | $3.1K | Hold |
48
| – | – | ﹤0.01% | 477 |
|
|
2023
Q4 | $2.35K | Hold |
48
| – | – | ﹤0.01% | 492 |
|
|
2023
Q3 | $2.08K | Hold |
48
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $2.37K | Buy |
+48
| New | +$2.37K | ﹤0.01% | 478 |
|