JFS Wealth Advisors’s Pegasystems PEGA Stock Holding History

JFS Wealth Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.41K	Sell
2025 Q1	$974	Sell
2024 Q4	$1.77K	Buy
2024 Q3	$1.02K	Buy
2024 Q2	$787	Buy
2022 Q1	–	Sell
2021 Q4	$1K	Buy
2021 Q2	–	Sell
2021 Q1	$2K	Buy