TD Private Client Wealth’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,224
| Closed | -$124K | – | 1318 |
|
|
2021
Q4 | $124K | Hold |
2,224
| – | – | 0.01% | 611 |
|
|
2021
Q3 | $141K | Hold |
2,224
| – | – | 0.01% | 576 |
|
|
2021
Q2 | $155K | Hold |
2,224
| – | – | 0.01% | 557 |
|
|
2021
Q1 | $127K | Sell |
2,224
-276
| -11% | -$15.8K | 0.01% | 564 |
|
|
2020
Q4 | $167K | Sell |
2,500
-404
| -14% | -$26.9K | 0.01% | 501 |
|
|
2020
Q3 | $176K | Buy |
+2,904
| New | +$176K | 0.01% | 469 |
|