Dakota Wealth Management’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
Q1 | – | Sell |
-10,047
| Closed | -$237K | – | 792 |
|
|
2023
Q4 | $237K | Sell |
10,047
-1,385
| -12% | -$32.6K | 0.01% | 565 |
|
|
2023
Q3 | $259K | Buy |
11,432
+280
| +3% | +$6.35K | 0.01% | 523 |
|
|
2023
Q2 | $213K | Sell |
11,152
-255
| -2% | -$4.88K | 0.01% | 572 |
|
|
2023
Q1 | $226K | Buy |
11,407
+1,493
| +15% | +$29.6K | 0.02% | 536 |
|
|
2022
Q4 | $229K | Buy |
+9,914
| New | +$229K | 0.02% | 512 |
|