Rise Advisors’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 |
-40
| Closed | -$1.22K | – | 1254 |
|
2024
Q2 | $1.22K | Hold |
40
| – | – | ﹤0.01% | 1147 |
|
2024
Q1 | $1.3K | Sell |
40
-30
| -43% | -$976 | ﹤0.01% | 1164 |
|
2023
Q4 | $1.72K | Hold |
70
| – | – | ﹤0.01% | 476 |
|
2023
Q3 | $1.53K | Sell |
70
-80
| -53% | -$1.75K | ﹤0.01% | 495 |
|
2023
Q2 | $3.72K | Hold |
150
| – | – | ﹤0.01% | 443 |
|
2023
Q1 | $3.65K | Hold |
150
| – | – | ﹤0.01% | 492 |
|
2022
Q4 | $2.58K | Hold |
150
| – | – | ﹤0.01% | 530 |
|
2022
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 563 |
|
2022
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 479 |
|
2022
Q1 | $6K | Hold |
150
| – | – | 0.01% | 398 |
|
2021
Q4 | $8.4K | Buy |
+150
| New | +$8.4K | 0.01% | 344 |
|