Independent Advisor Alliance’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 |
-5,014
| Closed | -$202K | – | 675 |
|
|
2022
Q1 | $202K | Sell |
5,014
-574
| -10% | -$23.1K | 0.01% | 616 |
|
|
2021
Q4 | $312K | Sell |
5,588
-186
| -3% | -$10.4K | 0.02% | 508 |
|
|
2021
Q3 | $367K | Sell |
5,774
-644
| -10% | -$40.9K | 0.02% | 439 |
|
|
2021
Q2 | $447K | Sell |
6,418
-12
| -0.2% | -$836 | 0.02% | 417 |
|
|
2021
Q1 | $368K | Sell |
6,430
-46
| -0.7% | -$2.63K | 0.02% | 440 |
|
|
2020
Q4 | $432K | Buy |
6,476
+72
| +1% | +$4.8K | 0.03% | 367 |
|
|
2020
Q3 | $388K | Buy |
+6,404
| New | +$388K | 0.03% | 343 |
|