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 |
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2024
Q3 | $324K | Sell |
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2024
Q2 | $307K | Buy |
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2024
Q1 | $298K | Sell |
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2023
Q4 | $299K | Buy |
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2023
Q3 | $189K | Sell |
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2023
Q2 | $192K | Sell |
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2023
Q1 | $218K | Sell |
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2022
Q4 | $246K | Buy |
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2022
Q3 | $142K | Buy |
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2022
Q2 | $107K | Sell |
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2022
Q1 | $130K | Buy |
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2021
Q1 | – | Sell |
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2020
Q4 | $8K | Buy |
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