Glassman Wealth Services’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-112
| Closed | -$2.74K | – | 1357 |
|
|
2023
Q4 | $2.74K | Hold |
112
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q3 | $2.43K | Buy |
112
+40
| +56% | +$868 | ﹤0.01% | 1273 |
|
|
2023
Q2 | $1.78K | Hold |
72
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q1 | $1.75K | Sell |
72
-40
| -36% | -$969 | ﹤0.01% | 1285 |
|
|
2022
Q4 | $1.92K | Sell |
112
-136
| -55% | -$2.33K | ﹤0.01% | 1266 |
|
|
2022
Q3 | $4K | Buy |
248
+26
| +12% | +$419 | ﹤0.01% | 1067 |
|
|
2022
Q2 | $5K | Buy |
222
+50
| +29% | +$1.13K | ﹤0.01% | 1015 |
|
|
2022
Q1 | $7K | Buy |
+172
| New | +$7K | ﹤0.01% | 932 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$3K | – | 1838 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1125 |
|
|
2020
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 994 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q2 | $2K | Buy |
40
+26
| +186% | +$1.3K | ﹤0.01% | 883 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 996 |
|