HC Financial Advisors’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-300
| Closed | -$12K | – | 352 |
|
2022
Q1 | $12K | Hold |
300
| – | – | 0.01% | 226 |
|
2021
Q4 | $17K | Hold |
300
| – | – | 0.01% | 213 |
|
2021
Q3 | $19K | Hold |
300
| – | – | 0.01% | 197 |
|
2021
Q2 | $21K | Hold |
300
| – | – | 0.01% | 190 |
|
2021
Q1 | $17K | Hold |
300
| – | – | 0.01% | 206 |
|
2020
Q4 | $20K | Hold |
300
| – | – | 0.01% | 202 |
|
2020
Q3 | $18K | Hold |
300
| – | – | 0.01% | 191 |
|
2020
Q2 | $15K | Hold |
300
| – | – | 0.01% | 199 |
|
2020
Q1 | $11K | Buy |
+300
| New | +$11K | 0.01% | 231 |
|