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True Wealth Design’s Pegasystems PEGA Stock Holding History

True Wealth Design’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$61.1K Buy
1,128
+368
+48% +$19.9K 0.02% 177
2025
Q1 		$26.4K Buy
760
+8
+1% +$278 0.01% 296
2024
Q4 		$35K Buy
752
+12
+2% +$559 0.01% 233
2024
Q3 		$27K Buy
+740
New +$27K 0.01% 276