Chicago Trust’s PowerSchool Holdings, Inc. PWSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,805
| Closed | -$315K | – | 336 |
|
|
2024
Q1 | $315K | Hold |
14,805
| – | – | 0.07% | 223 |
|
|
2023
Q4 | $349K | Hold |
14,805
| – | – | 0.08% | 209 |
|
|
2023
Q3 | $335K | Buy |
14,805
+3,000
| +25% | +$68K | 0.08% | 211 |
|
|
2023
Q2 | $226K | Buy |
11,805
+600
| +5% | +$11.5K | 0.05% | 277 |
|
|
2023
Q1 | $222K | Buy |
+11,205
| New | +$222K | 0.06% | 279 |
|