Gupta Wealth Management’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $427K | Sell |
34,012
-5,991
| -15% | -$75.2K | 0.1% | 153 |
|
|
2015
Q4 | $431K | Sell |
40,003
-42,325
| -51% | -$456K | 0.11% | 152 |
|
|
2015
Q3 | $1.41M | Sell |
82,328
-17,580
| -18% | -$302K | 0.34% | 68 |
|
|
2015
Q2 | $1.89M | Sell |
99,908
-3,552
| -3% | -$67.3K | 0.47% | 54 |
|
|
2015
Q1 | $2.24M | Buy |
+103,460
| New | +$2.24M | 0.66% | 44 |
|