IFP Advisors’s PagerDuty PD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550 | Buy |
+36
| New | +$550 | ﹤0.01% | 4407 |
|
|
2025
Q1 | – | Sell |
-56
| Closed | -$1.02K | – | 4600 |
|
|
2024
Q4 | $1.02K | Buy |
56
+2
| +4% | +$37 | ﹤0.01% | 3273 |
|
|
2024
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 3076 |
|
|
2024
Q2 | $1.24K | Hold |
54
| – | – | ﹤0.01% | 2944 |
|
|
2024
Q1 | $1.23K | Hold |
54
| – | – | ﹤0.01% | 2812 |
|
|
2023
Q4 | $1.25K | Hold |
54
| – | – | ﹤0.01% | 2778 |
|
|
2023
Q3 | $1.21K | Sell |
54
-30
| -36% | -$674 | ﹤0.01% | 2957 |
|
|
2023
Q2 | $1.89K | Buy |
84
+30
| +56% | +$674 | ﹤0.01% | 2901 |
|
|
2023
Q1 | $2.07K | Sell |
54
-6,000
| -99% | -$230K | ﹤0.01% | 2885 |
|
|
2022
Q4 | $232K | Sell |
6,054
-274
| -4% | -$10.5K | 0.01% | 1284 |
|
|
2022
Q3 | $243K | Hold |
6,328
| – | – | 0.01% | 1296 |
|
|
2022
Q2 | $243K | Hold |
6,328
| – | – | 0.01% | 1178 |
|
|
2022
Q1 | $243K | Buy |
6,328
+6,021
| +1,961% | +$231K | 0.01% | 1178 |
|
|
2021
Q4 | $11K | Hold |
307
| – | – | ﹤0.01% | 2150 |
|
|
2021
Q3 | $12K | Hold |
307
| – | – | ﹤0.01% | 2150 |
|
|
2021
Q2 | $13K | Buy |
307
+153
| +99% | +$6.48K | ﹤0.01% | 2114 |
|
|
2021
Q1 | $6K | Sell |
154
-55
| -26% | -$2.14K | ﹤0.01% | 2339 |
|
|
2020
Q4 | $9K | Sell |
209
-2,613
| -93% | -$113K | ﹤0.01% | 2103 |
|
|
2020
Q3 | $76K | Buy |
2,822
+2,768
| +5,126% | +$74.5K | ﹤0.01% | 1121 |
|
|
2020
Q2 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 2393 |
|