Clay Northam Wealth Management’s PagerDuty PD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-36,170
Closed -$813K 81
2023
Q3
$813K Sell
36,170
-1,875
-5% -$42.2K 0.81% 21
2023
Q2
$855K Sell
38,045
-325
-0.8% -$7.31K 0.81% 23
2023
Q1
$1.34M Sell
38,370
-70
-0.2% -$2.45K 1.38% 13
2022
Q4
$1.02M Sell
38,440
-835
-2% -$22.2K 1.18% 16
2022
Q3
$906K Buy
39,275
+350
+0.9% +$8.07K 1.13% 20
2022
Q2
$965K Buy
38,925
+75
+0.2% +$1.86K 1.2% 19
2022
Q1
$1.33M Buy
38,850
+1,825
+5% +$62.4K 1.34% 15
2021
Q4
$1.29M Buy
+37,025
New +$1.29M 1.21% 17