Concord Wealth Partners’s PagerDuty PD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15
| Closed | -$398 | – | 1161 |
|
|
2022
Q4 | $398 | Buy |
+15
| New | +$398 | ﹤0.01% | 1168 |
|
|
2022
Q3 | – | Sell |
-254
| Closed | -$6K | – | 838 |
|
|
2022
Q2 | $6K | Sell |
254
-2,033
| -89% | -$48K | ﹤0.01% | 790 |
|
|
2022
Q1 | $78K | Sell |
2,287
-1,054
| -32% | -$35.9K | 0.02% | 341 |
|
|
2021
Q4 | $116K | Buy |
3,341
+2,542
| +318% | +$88.3K | 0.03% | 288 |
|
|
2021
Q3 | $33K | Sell |
799
-1,923
| -71% | -$79.4K | 0.01% | 288 |
|
|
2021
Q2 | $116K | Buy |
2,722
+80
| +3% | +$3.41K | 0.03% | 214 |
|
|
2021
Q1 | $106K | Buy |
2,642
+2,574
| +3,785% | +$103K | 0.04% | 212 |
|
|
2020
Q4 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 484 |
|