Wealth Effects’s PagerDuty PD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,225
| Closed | -$214K | – | 229 |
|
|
2023
Q4 | $214K | Sell |
9,225
-19,133
| -67% | -$443K | 0.08% | 198 |
|
|
2023
Q3 | $638K | Sell |
28,358
-2,740
| -9% | -$61.6K | 0.31% | 75 |
|
|
2023
Q2 | $699K | Sell |
31,098
-3,567
| -10% | -$80.2K | 0.31% | 69 |
|
|
2023
Q1 | $1.21M | Sell |
34,665
-375
| -1% | -$13.1K | 0.62% | 38 |
|
|
2022
Q4 | $931K | Sell |
35,040
-7,875
| -18% | -$209K | 0.53% | 44 |
|
|
2022
Q3 | $990K | Buy |
42,915
+800
| +2% | +$18.5K | 0.61% | 41 |
|
|
2022
Q2 | $1.04M | Sell |
42,115
-4,320
| -9% | -$107K | 0.63% | 43 |
|
|
2022
Q1 | $1.59M | Sell |
46,435
-175
| -0.4% | -$5.99K | 0.74% | 31 |
|
|
2021
Q4 | $1.62M | Buy |
+46,610
| New | +$1.62M | 0.67% | 35 |
|