WAP
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Wealthcare Advisory Partners’s Pegasystems PEGA Stock Holding History

Wealthcare Advisory Partners’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-90
Closed -$5K – 1472
2021
Q1 		$5K Buy
+90
New +$5.88K ﹤0.01% 1663
2020
Q2 		– Sell
-70
Closed -$2K – 1061
2020
Q1 		$2K Hold
70
– – ﹤0.01% 1315
2019
Q4 		$3K Hold
70
– – ﹤0.01% 1209
2019
Q3 		$2K Buy
+70
New +$2.53K ﹤0.01% 1233

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LCG
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BlackRock
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Invesco
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PIMC
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RP
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BAMCO Inc
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William Blair Investment Management
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FAM
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