Harbor Investment Advisory’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,682
| Closed | -$64K | – | 1358 |
|
|
2022
Q4 | $64K | Sell |
5,682
-3,865
| -40% | -$43.6K | 0.01% | 624 |
|
|
2022
Q3 | $91K | Hold |
9,547
| – | – | 0.02% | 497 |
|
|
2022
Q2 | $88K | Hold |
9,547
| – | – | 0.01% | 538 |
|
|
2022
Q1 | $95K | Buy |
9,547
+3,258
| +52% | +$32.4K | 0.01% | 547 |
|
|
2021
Q4 | $53K | Buy |
+6,289
| New | +$53K | 0.01% | 728 |
|