GWM
Gitterman Wealth Management’s Pearson PSO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Sell |
15,150
-272
| -2% | -$4.06K | 0.05% | 123 |
|
2025
Q1 | $247K | Buy |
15,422
+25
| +0.2% | +$400 | 0.07% | 91 |
|
2024
Q4 | $248K | Buy |
15,397
+1,276
| +9% | +$20.6K | 0.1% | 90 |
|
2024
Q3 | $192K | Buy |
+14,121
| New | +$192K | 0.08% | 125 |
|