Mount Yale Investment Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,512
| Closed | -$235K | – | 599 |
|
|
2024
Q2 | $235K | Sell |
10,512
-150
| -1% | -$3.36K | 0.02% | 492 |
|
|
2024
Q1 | $227K | Sell |
10,662
-1,710
| -14% | -$36.4K | 0.02% | 499 |
|
|
2023
Q4 | $291K | Buy |
12,372
+1,481
| +14% | +$34.9K | 0.03% | 414 |
|
|
2023
Q3 | $247K | Sell |
10,891
-315
| -3% | -$7.14K | 0.03% | 429 |
|
|
2023
Q2 | $214K | Buy |
11,206
+770
| +7% | +$14.7K | 0.02% | 452 |
|
|
2023
Q1 | $207K | Sell |
10,436
-85
| -0.8% | -$1.69K | 0.02% | 457 |
|
|
2022
Q4 | $243K | Buy |
10,521
+164
| +2% | +$3.79K | 0.03% | 394 |
|
|
2022
Q3 | $173K | Buy |
+10,357
| New | +$173K | 0.02% | 428 |
|