SIA
Schechter Investment Advisors’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,115
| Closed | -$204K | – | 733 |
|
|
2022
Q4 | $204K | Sell |
18,115
-12,988
| -42% | -$146K | 0.02% | 756 |
|
|
2022
Q3 | $297K | Buy |
31,103
+1,451
| +5% | +$13.9K | 0.03% | 705 |
|
|
2022
Q2 | $274K | Sell |
29,652
-70
| -0.2% | -$647 | 0.03% | 739 |
|
|
2022
Q1 | $296K | Buy |
29,722
+129
| +0.4% | +$1.29K | 0.03% | 713 |
|
|
2021
Q4 | $248K | Buy |
+29,593
| New | +$248K | 0.02% | 741 |
|