TWA
TCI Wealth Advisors’s Pegasystems PEGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-55
| Closed | -$2.67K | – | 1642 |
|
|
2023
Q1 | $2.67K | Hold |
55
| – | – | ﹤0.01% | 1896 |
|
|
2022
Q4 | $1.88K | Buy |
55
+8
| +17% | +$274 | ﹤0.01% | 1989 |
|
|
2022
Q3 | $2K | Sell |
47
-70
| -60% | -$2.98K | ﹤0.01% | 1969 |
|
|
2022
Q2 | $6K | Sell |
117
-2
| -2% | -$103 | ﹤0.01% | 1381 |
|
|
2022
Q1 | $9K | Buy |
119
+2
| +2% | +$151 | ﹤0.01% | 1179 |
|
|
2021
Q4 | $13K | Hold |
117
| – | – | ﹤0.01% | 981 |
|
|
2021
Q3 | $15K | Hold |
117
| – | – | ﹤0.01% | 813 |
|
|
2021
Q2 | $16K | Hold |
117
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $13K | Hold |
117
| – | – | 0.01% | 704 |
|
|
2020
Q4 | $16K | Hold |
117
| – | – | 0.01% | 521 |
|
|
2020
Q3 | $14K | Buy |
+117
| New | +$14K | 0.01% | 496 |
|
|
2020
Q1 | – | Sell |
-54
| Closed | -$4K | – | 1676 |
|
|
2019
Q4 | $4K | Sell |
54
-2
| -4% | -$148 | ﹤0.01% | 933 |
|
|
2019
Q3 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 879 |
|