Bourgeon Capital Management’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34
| Closed | -$418 | – | 301 |
|
|
2023
Q4 | $418 | Buy |
34
+11
| +48% | +$135 | ﹤0.01% | 365 |
|
|
2023
Q3 | $243 | Buy |
23
+18
| +360% | +$190 | ﹤0.01% | 369 |
|
|
2023
Q2 | $53 | Hold |
5
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $53 | Hold |
5
| – | – | ﹤0.01% | 318 |
|
|
2022
Q4 | $56 | Hold |
5
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 303 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 303 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 286 |
|