Glassman Wealth Services’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,471
| Closed | -$18.1K | – | 1418 |
|
2023
Q4 | $18.1K | Hold |
1,471
| – | – | ﹤0.01% | 711 |
|
2023
Q3 | $15.5K | Buy |
1,471
+134
| +10% | +$1.41K | ﹤0.01% | 727 |
|
2023
Q2 | $14K | Buy |
1,337
+7
| +0.5% | +$73 | ﹤0.01% | 720 |
|
2023
Q1 | $13.9K | Sell |
1,330
-63
| -5% | -$658 | ﹤0.01% | 720 |
|
2022
Q4 | $15.7K | Buy |
1,393
+193
| +16% | +$2.18K | ﹤0.01% | 722 |
|
2022
Q3 | $11K | Buy |
1,200
+162
| +16% | +$1.49K | ﹤0.01% | 772 |
|
2022
Q2 | $10K | Buy |
1,038
+26
| +3% | +$250 | ﹤0.01% | 819 |
|
2022
Q1 | $10K | Buy |
1,012
+47
| +5% | +$464 | ﹤0.01% | 833 |
|
2021
Q4 | $8K | Buy |
965
+309
| +47% | +$2.56K | ﹤0.01% | 872 |
|
2021
Q3 | $6K | Buy |
656
+5
| +0.8% | +$46 | ﹤0.01% | 920 |
|
2021
Q2 | $8K | Buy |
651
+42
| +7% | +$516 | ﹤0.01% | 809 |
|
2021
Q1 | $7K | Buy |
609
+19
| +3% | +$218 | ﹤0.01% | 804 |
|
2020
Q4 | $5K | Sell |
590
-8
| -1% | -$68 | ﹤0.01% | 877 |
|
2020
Q3 | $4K | Buy |
598
+317
| +113% | +$2.12K | ﹤0.01% | 851 |
|
2020
Q2 | $2K | Buy |
281
+222
| +376% | +$1.58K | ﹤0.01% | 886 |
|
2020
Q1 | $0 | Buy |
+59
| New | – | ﹤0.01% | 1470 |
|