Focused Wealth Management’s PagerDuty PD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-350
| Closed | -$8.1K | – | 683 |
|
|
2023
Q4 | $8.1K | Hold |
350
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $7.87K | Hold |
350
| – | – | ﹤0.01% | 550 |
|
|
2023
Q2 | $7.87K | Hold |
350
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $12.2K | Sell |
350
-2,300
| -87% | -$80.5K | ﹤0.01% | 500 |
|
|
2022
Q4 | $70.4K | Buy |
2,650
+2,200
| +489% | +$58.4K | 0.01% | 256 |
|
|
2022
Q3 | $10K | Sell |
450
-2,000
| -82% | -$44.4K | ﹤0.01% | 489 |
|
|
2022
Q2 | $61K | Hold |
2,450
| – | – | 0.01% | 262 |
|
|
2022
Q1 | $84K | Hold |
2,450
| – | – | 0.01% | 230 |
|
|
2021
Q4 | $85K | Hold |
2,450
| – | – | 0.01% | 296 |
|
|
2021
Q3 | $101K | Buy |
2,450
+400
| +20% | +$16.5K | 0.02% | 292 |
|
|
2021
Q2 | $87K | Buy |
2,050
+1,600
| +356% | +$67.9K | 0.01% | 312 |
|
|
2021
Q1 | $18K | Buy |
450
+25
| +6% | +$1K | ﹤0.01% | 493 |
|
|
2020
Q4 | $18K | Sell |
425
-4,050
| -91% | -$172K | ﹤0.01% | 460 |
|
|
2020
Q3 | $121K | Buy |
4,475
+3,000
| +203% | +$81.1K | 0.03% | 209 |
|
|
2020
Q2 | $42K | Buy |
+1,475
| New | +$42K | 0.01% | 326 |
|