Mount Yale Investment Advisors’s Pearson PSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-38,511
Closed -$423K 322
2019
Q1
$423K Sell
38,511
-34,931
-48% -$384K 0.08% 210
2018
Q4
$892K Buy
73,442
+6,266
+9% +$76.1K 0.18% 123
2018
Q3
$803K Buy
67,176
+45,686
+213% +$546K 0.14% 127
2018
Q2
$249K Buy
+21,490
New +$249K 0.05% 276