FDx Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-25,833
| Closed | -$272K | – | 1043 |
|
|
2018
Q1 | $272K | Sell |
25,833
-7,751
| -23% | -$81.6K | 0.01% | 1016 |
|
|
2017
Q4 | $330K | Buy |
33,584
+2,418
| +8% | +$23.8K | 0.01% | 980 |
|
|
2017
Q3 | $254K | Buy |
31,166
+14,025
| +82% | +$114K | 0.01% | 1103 |
|
|
2017
Q2 | $154K | Buy |
+17,141
| New | +$154K | ﹤0.01% | 1149 |
|
|
2014
Q3 | – | Sell |
-98,003
| Closed | -$1.94M | – | 988 |
|
|
2014
Q2 | $1.94M | Sell |
98,003
-9,208
| -9% | -$182K | 0.13% | 183 |
|
|
2014
Q1 | $1.91M | Buy |
107,211
+4,236
| +4% | +$75.4K | 0.16% | 143 |
|
|
2013
Q4 | $2.31M | Sell |
102,975
-13,283
| -11% | -$298K | 0.23% | 101 |
|
|
2013
Q3 | $2.37M | Sell |
116,258
-1,778
| -2% | -$36.2K | 0.28% | 80 |
|
|
2013
Q2 | $2.11M | Buy |
+118,036
| New | +$2.11M | 0.28% | 76 |
|