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Ellsworth Advisors’s Pegasystems PEGA Stock Holding History

Ellsworth Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,568
Closed -$772K – 203
2024
Q4 		$772K Buy
16,568
+930
+6% +$43.3K 0.2% 97
2024
Q3 		$571K Buy
+15,638
New +$571K 0.15% 130