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