Moody Aldrich Partners’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-81,774
| Closed | -$2.48M | – | 111 |
|
|
2018
Q1 | $2.48M | Buy |
81,774
+27,180
| +50% | +$824K | 1.59% | 18 |
|
|
2017
Q4 | $1.29M | Buy |
54,594
+11,390
| +26% | +$269K | 1.04% | 47 |
|
|
2017
Q3 | $1.25M | Buy |
43,204
+5,784
| +15% | +$167K | 1.28% | 33 |
|
|
2017
Q2 | $1.09M | Buy |
+37,420
| New | +$1.09M | 1.36% | 28 |
|