First Trust Direct Indexing’s Pearson PSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$324K Sell
2024
Q2
$307K Buy
2024
Q1
$298K Sell
2023
Q4
$299K Buy
2023
Q3
$189K Sell
2023
Q2
$192K Sell
2023
Q1
$218K Sell
2022
Q4
$246K Buy
2022
Q3
$142K Buy
2022
Q2
$107K Sell
2022
Q1
$130K Buy
2021
Q1
Sell
2020
Q4
$8K Buy