ULWM
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Upper Left Wealth Management’s Pegasystems PEGA Stock Holding History

Upper Left Wealth Management’s Portfolio PEGA Stock Details PEGA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$325K Buy
6,000
+3,000
+100% +$162K 0.22% 55
2025
Q1 		$209K Hold
3,000
– – 0.15% 61
2024
Q4 		$280K Hold
3,000
– – 0.24% 54
2024
Q3 		$213K Buy
+3,000
New +$213K 0.19% 57