FGAM
Financial Gravity Asset Management’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-106
| Closed | -$1.39K | – | 2257 |
|
|
2024
Q1 | $1.39K | Buy |
106
+30
| +39% | +$394 | ﹤0.01% | 1180 |
|
|
2023
Q4 | $912 | Buy |
76
+38
| +100% | +$456 | ﹤0.01% | 1055 |
|
|
2023
Q3 | $441 | Buy |
38
+28
| +280% | +$325 | ﹤0.01% | 828 |
|
|
2023
Q2 | $2.77K | Hold |
10
| – | – | 0.01% | 583 |
|
|
2023
Q1 | $408 | Sell |
10
-1
| -9% | -$41 | 0.01% | 476 |
|
|
2022
Q4 | $3.29K | Sell |
11
-39
| -78% | -$11.7K | 0.02% | 466 |
|
|
2022
Q3 | $374 | Buy |
50
+5
| +11% | +$37 | 0.01% | 433 |
|
|
2022
Q2 | $361 | Sell |
45
-195
| -81% | -$1.56K | 0.01% | 433 |
|
|
2022
Q1 | $2.41K | Sell |
240
-24
| -9% | -$241 | 0.07% | 261 |
|
|
2021
Q4 | $4.5K | Sell |
264
-502
| -66% | -$8.56K | 0.1% | 221 |
|
|
2021
Q3 | $10K | Sell |
766
-133
| -15% | -$1.74K | ﹤0.01% | 889 |
|
|
2021
Q2 | $12K | Sell |
899
-175
| -16% | -$2.34K | ﹤0.01% | 893 |
|
|
2021
Q1 | $11.5K | Sell |
1,074
-30
| -3% | -$321 | 0.23% | 57 |
|
|
2020
Q4 | $10K | Buy |
+1,104
| New | +$10K | 0.01% | 178 |
|
|
2020
Q2 | – | Sell |
-4,154
| Closed | -$28.5K | – | 676 |
|
|
2020
Q1 | $28.5K | Sell |
4,154
-2,550
| -38% | -$17.5K | 0.09% | 100 |
|
|
2019
Q4 | $8K | Sell |
6,704
-3,989
| -37% | -$4.76K | 0.01% | 1227 |
|
|
2019
Q3 | $97K | Sell |
10,693
-3,028
| -22% | -$27.5K | 0.08% | 215 |
|
|
2019
Q2 | $142K | Sell |
13,721
-3,448
| -20% | -$35.7K | 0.12% | 187 |
|
|
2019
Q1 | $192K | Buy |
+17,169
| New | +$192K | 0.16% | 141 |
|
|
2018
Q3 | $153K | Buy |
13,369
+1,331
| +11% | +$15.2K | 0.16% | 156 |
|
|
2018
Q2 | $141K | Buy |
12,038
+11,879
| +7,471% | +$139K | 0.13% | 167 |
|
|
2018
Q1 | $2K | Buy |
+159
| New | +$2K | ﹤0.01% | 993 |
|