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 |
|