Impact Partnership Wealth’s Pegasystems PEGA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Sell	5,684 -186	-3%	-$10.1K	0.06%	207
2025 Q1	$204K	Buy	5,870 +968	+20%	+$33.6K	0.04%	242
2024 Q4	$228K	Sell	4,902 -764	-13%	-$35.6K	0.05%	253
2024 Q3	$207K	Buy	+5,666	New	+$207K	0.05%	227