NFP Retirement Inc’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,597
| Closed | -$143K | – | 288 |
|
|
2023
Q4 | $143K | Hold |
11,597
| – | – | 0.02% | 235 |
|
|
2023
Q3 | $122K | Buy |
11,597
+94
| +0.8% | +$991 | 0.02% | 219 |
|
|
2023
Q2 | $121K | Buy |
11,503
+210
| +2% | +$2.2K | 0.02% | 220 |
|
|
2023
Q1 | $118K | Hold |
11,293
| – | – | 0.02% | 233 |
|
|
2022
Q4 | $127K | Hold |
11,293
| – | – | 0.03% | 231 |
|
|
2022
Q3 | $108K | Buy |
11,293
+91
| +0.8% | +$869 | 0.03% | 215 |
|
|
2022
Q2 | $103K | Buy |
11,202
+207
| +2% | +$1.91K | 0.03% | 225 |
|
|
2022
Q1 | $110K | Hold |
10,995
| – | – | 0.03% | 217 |
|
|
2021
Q4 | $92.4K | Buy |
+10,995
| New | +$92.4K | 0.03% | 146 |
|