Pathstone Family Office’s Pearson PSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-52,452
Closed -$336K 1430
2022
Q4
$336K Buy
52,452
+25,964
+98% +$166K ﹤0.01% 1218
2022
Q3
$253K Buy
+26,488
New +$253K ﹤0.01% 1267