JFS Wealth Advisors’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41K | Sell |
26
-2
| -7% | -$108 | ﹤0.01% | 1486 |
|
|
2025
Q1 | $974 | Sell |
28
-10
| -26% | -$348 | ﹤0.01% | 1650 |
|
|
2024
Q4 | $1.77K | Buy |
38
+10
| +36% | +$466 | ﹤0.01% | 1527 |
|
|
2024
Q3 | $1.02K | Buy |
28
+2
| +8% | +$73 | ﹤0.01% | 1691 |
|
|
2024
Q2 | $787 | Buy |
+26
| New | +$787 | ﹤0.01% | 1719 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$1K | – | 1927 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1502 |
|
|
2021
Q2 | – | Sell |
-34
| Closed | -$2K | – | 628 |
|
|
2021
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 546 |
|