Carroll Financial Associates’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5K | Buy |
+708
| New | +$5K | ﹤0.01% | 1346 |
|
|
2016
Q1 | – | Sell |
-95
| Closed | -$1K | – | 1205 |
|
|
2015
Q4 | $1K | Sell |
95
-149
| -61% | -$1.57K | ﹤0.01% | 1055 |
|
|
2015
Q3 | $3K | Sell |
244
-37
| -13% | -$455 | ﹤0.01% | 933 |
|
|
2015
Q2 | $5K | Buy |
+281
| New | +$5K | ﹤0.01% | 859 |
|
|
2014
Q4 | – | Sell |
-190
| Closed | -$3K | – | 850 |
|
|
2014
Q3 | $3K | Hold |
190
| – | – | ﹤0.01% | 713 |
|
|
2014
Q2 | $4K | Hold |
190
| – | – | ﹤0.01% | 753 |
|
|
2014
Q1 | $3K | Hold |
190
| – | – | ﹤0.01% | 728 |
|
|
2013
Q4 | $4K | Buy |
+190
| New | +$4K | ﹤0.01% | 648 |
|