DAS
Dynamic Advisor Solutions’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19,838
| Closed | -$168K | – | 227 |
|
|
2017
Q1 | $168K | Hold |
19,838
| – | – | 0.07% | 206 |
|
|
2016
Q4 | $198K | Buy |
19,838
+7,929
| +67% | +$79.1K | 0.08% | 206 |
|
|
2016
Q3 | $117K | Sell |
11,909
-281,497
| -96% | -$2.77M | 0.04% | 225 |
|
|
2016
Q2 | $3.81M | Buy |
293,406
+14,953
| +5% | +$194K | 1.54% | 13 |
|
|
2016
Q1 | $3.49M | Buy |
278,453
+117,309
| +73% | +$1.47M | 1.48% | 15 |
|
|
2015
Q4 | $1.74M | Buy |
161,144
+71,734
| +80% | +$773K | 0.72% | 40 |
|
|
2015
Q3 | $1.53M | Buy |
+89,410
| New | +$1.53M | 0.77% | 41 |
|