Altium Wealth Management’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $475K | Sell |
51,546
-1,973
| -4% | -$18.2K | 0.03% | 250 |
|
|
2022
Q1 | $534K | Sell |
53,519
-2,270
| -4% | -$22.7K | 0.03% | 253 |
|
|
2021
Q4 | $469K | Sell |
55,789
-2,429
| -4% | -$20.4K | 0.03% | 264 |
|
|
2021
Q3 | $563K | Sell |
58,218
-202
| -0.3% | -$1.95K | 0.04% | 210 |
|
|
2021
Q2 | $678K | Hold |
58,420
| – | – | 0.05% | 177 |
|
|
2021
Q1 | $625K | Sell |
58,420
-2,316
| -4% | -$24.8K | 0.05% | 180 |
|
|
2020
Q4 | $558K | Sell |
60,736
-9,923
| -14% | -$91.2K | 0.05% | 174 |
|
|
2020
Q3 | $502K | Buy |
70,659
+7,654
| +12% | +$54.4K | 0.05% | 167 |
|
|
2020
Q2 | $456K | Buy |
63,005
+20,039
| +47% | +$145K | 0.05% | 179 |
|
|
2020
Q1 | $296K | Buy |
+42,966
| New | +$296K | 0.04% | 214 |
|