JFS Wealth Advisors’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94K | Hold |
264
| – | – | ﹤0.01% | 1166 |
|
|
2025
Q1 | $4.23K | Hold |
264
| – | – | ﹤0.01% | 1180 |
|
|
2024
Q4 | $4.26K | Hold |
264
| – | – | ﹤0.01% | 1188 |
|
|
2024
Q3 | $3.58K | Hold |
264
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q2 | $3.3K | Sell |
264
-8
| -3% | -$100 | ﹤0.01% | 1234 |
|
|
2024
Q1 | $3.58K | Buy |
272
+6
| +2% | +$79 | ﹤0.01% | 1231 |
|
|
2023
Q4 | $3.27K | Buy |
266
+20
| +8% | +$246 | ﹤0.01% | 1226 |
|
|
2023
Q3 | $2.59K | Buy |
246
+6
| +3% | +$63 | ﹤0.01% | 1259 |
|
|
2023
Q2 | $2.52K | Hold |
240
| – | – | ﹤0.01% | 1301 |
|
|
2023
Q1 | $2.51K | Sell |
240
-39
| -14% | -$408 | ﹤0.01% | 1276 |
|
|
2022
Q4 | $3.14K | Sell |
279
-83
| -23% | -$935 | ﹤0.01% | 1191 |
|
|
2022
Q3 | $3K | Buy |
362
+139
| +62% | +$1.15K | ﹤0.01% | 1223 |
|
|
2022
Q2 | $2K | Buy |
223
+65
| +41% | +$583 | ﹤0.01% | 1373 |
|
|
2022
Q1 | $2K | Buy |
158
+4
| +3% | +$51 | ﹤0.01% | 1474 |
|
|
2021
Q4 | $1K | Buy |
+154
| New | +$1K | ﹤0.01% | 1520 |
|