Clearstead Advisors’s Pricesmart PSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
2,161
+217
| +11% | +$22.8K | ﹤0.01% | 856 |
|
|
2025
Q1 | $171K | Buy |
1,944
+13
| +0.7% | +$1.14K | ﹤0.01% | 866 |
|
|
2024
Q4 | $178K | Hold |
1,931
| – | – | ﹤0.01% | 885 |
|
|
2024
Q3 | $177K | Buy |
1,931
+13
| +0.7% | +$1.19K | ﹤0.01% | 889 |
|
|
2024
Q2 | $156K | Buy |
1,918
+41
| +2% | +$3.33K | ﹤0.01% | 891 |
|
|
2024
Q1 | $159K | Buy |
1,877
+35
| +2% | +$2.97K | 0.01% | 504 |
|
|
2023
Q4 | $140K | Sell |
1,842
-1,842
| -50% | -$140K | 0.01% | 515 |
|
|
2023
Q3 | $274K | Buy |
3,684
+1,853
| +101% | +$138K | 0.01% | 501 |
|
|
2023
Q2 | $136K | Buy |
+1,831
| New | +$136K | 0.01% | 506 |
|