TrinityPoint 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	-4,220	Closed	-$236K	–	323
2021 Q4	$236K	Buy	4,220 +186	+5%	+$10.4K	0.04%	280
2021 Q3	$256K	Buy	+4,034	New	+$256K	0.05%	263