Mount Yale Investment 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	$90.3K	Buy	+1,668	New	+$90.3K	0.01%	682
2018 Q4	–	Sell	-1,196	Closed	-$33K	–	645
2018 Q3	$33K	Sell	1,196 -144	-11%	-$3.97K	0.01%	686
2018 Q2	$37K	Sell	1,340 -2	-0.1%	-$55	0.01%	684
2018 Q1	$41K	Buy	+1,342	New	+$41K	0.01%	653