Icon Wealth Partners’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $429K | Sell |
17,954
-4,194
| -19% | -$100K | 0.05% | 201 |
|
|
2022
Q1 | $893K | Buy |
22,148
+8,844
| +66% | +$357K | 0.09% | 160 |
|
|
2021
Q4 | $744K | Sell |
13,304
-11,548
| -46% | -$646K | 0.07% | 176 |
|
|
2021
Q3 | $1.58M | Buy |
24,852
+1,440
| +6% | +$91.5K | 0.17% | 129 |
|
|
2021
Q2 | $1.63M | Buy |
23,412
+2,782
| +13% | +$194K | 0.17% | 120 |
|
|
2021
Q1 | $1.18M | Buy |
20,630
+4,486
| +28% | +$256K | 0.15% | 129 |
|
|
2020
Q4 | $1.08M | Buy |
16,144
+3,536
| +28% | +$236K | 0.17% | 112 |
|
|
2020
Q3 | $763K | Buy |
+12,608
| New | +$763K | 0.15% | 115 |
|