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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

PEGA holding history

Pegasystems Inc in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEGA overviewAll 13F holders of PEGAFull Q4 2024 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2021
Holdings of PEGA by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−2,110−100.0%Sold outHolders
Q4 20212,110$236.0K<0.1%+93+4.6%AddedHolders
Q3 20212,017$256.0K<0.1%+2,017NewHolders