Harvest Group Wealth Management’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-404
| Closed | -$4K | – | 540 |
|
|
2020
Q4 | $4K | Hold |
404
| – | – | ﹤0.01% | 275 |
|
|
2020
Q3 | $3K | Hold |
404
| – | – | ﹤0.01% | 301 |
|
|
2020
Q2 | $2K | Buy |
+404
| New | +$2K | ﹤0.01% | 319 |
|
|
2019
Q4 | – | Sell |
-989
| Closed | -$9K | – | 1020 |
|
|
2019
Q3 | $9K | Hold |
989
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $10K | Buy |
989
+113
| +13% | +$1.14K | 0.01% | 221 |
|
|
2019
Q1 | $10K | Buy |
+876
| New | +$10K | 0.01% | 244 |
|