Kelly Financial Services’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$12.1K | – | 571 |
|
|
2024
Q2 | $12.1K | Hold |
400
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $12.9K | Hold |
400
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $9.77K | Hold |
400
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $8.68K | Hold |
400
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $9.86K | Hold |
400
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $9.7K | Hold |
400
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $6.85K | Hold |
400
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $6.43K | Hold |
400
| – | – | ﹤0.01% | 369 |
|
|
2022
Q2 | $9.57K | Hold |
400
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $16.1K | Hold |
400
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $22.4K | Hold |
400
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $25.4K | Sell |
400
-55,276
| -99% | -$3.51M | 0.01% | 230 |
|
|
2021
Q2 | $200K | Buy |
55,676
+55,276
| +13,819% | +$199K | 0.01% | 303 |
|
|
2021
Q1 | $22.9K | Hold |
400
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $26.7K | Hold |
400
| – | – | 0.02% | 170 |
|
|
2020
Q3 | $24.2K | Hold |
400
| – | – | 0.02% | 156 |
|
|
2020
Q2 | $20.2K | Hold |
400
| – | – | 0.02% | 161 |
|
|
2020
Q1 | $14.2K | Hold |
400
| – | – | 0.02% | 178 |
|
|
2019
Q4 | $15.9K | Hold |
400
| – | – | 0.01% | 187 |
|
|
2019
Q3 | $13.6K | Hold |
400
| – | – | 0.01% | 189 |
|
|
2019
Q2 | $14.2K | Hold |
400
| – | – | 0.01% | 189 |
|
|
2019
Q1 | $13K | Buy |
+400
| New | +$13K | 0.01% | 190 |
|