CAPTRUST Financial Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,971
| Closed | -$358K | – | 2368 |
|
|
2024
Q2 | $358K | Buy |
15,971
+2,304
| +17% | +$51.6K | ﹤0.01% | 1701 |
|
|
2024
Q1 | $291K | Buy |
+13,667
| New | +$291K | ﹤0.01% | 1793 |
|
|
2022
Q4 | – | Sell |
-10,311
| Closed | -$172K | – | 2216 |
|
|
2022
Q3 | $172K | Buy |
10,311
+286
| +3% | +$4.77K | ﹤0.01% | 1855 |
|
|
2022
Q2 | $121K | Sell |
10,025
-6,187
| -38% | -$74.7K | ﹤0.01% | 2066 |
|
|
2022
Q1 | $268K | Sell |
16,212
-960
| -6% | -$15.9K | ﹤0.01% | 1524 |
|
|
2021
Q4 | $283K | Buy |
+17,172
| New | +$283K | ﹤0.01% | 1421 |
|