Valeo Financial Advisors’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-60
| Closed | -$3K | – | 1925 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q1 | $2K | Sell |
60
-200
| -77% | -$6.67K | ﹤0.01% | 1509 |
|
|
2019
Q4 | $10K | Hold |
260
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q3 | $9K | Buy |
260
+22
| +9% | +$762 | ﹤0.01% | 1048 |
|
|
2019
Q2 | $8K | Buy |
238
+38
| +19% | +$1.28K | ﹤0.01% | 1081 |
|
|
2019
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 1101 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1079 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1194 |
|
|
2018
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1087 |
|