Simon Quick Advisors’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,299
| Closed | -$188K | – | 440 |
|
|
2024
Q1 | $188K | Buy |
14,299
+23
| +0.2% | +$303 | 0.01% | 391 |
|
|
2023
Q4 | $175K | Buy |
14,276
+37
| +0.3% | +$455 | 0.02% | 316 |
|
|
2023
Q3 | $150K | Buy |
14,239
+157
| +1% | +$1.66K | 0.01% | 322 |
|
|
2023
Q2 | $148K | Buy |
14,082
+43
| +0.3% | +$451 | 0.01% | 273 |
|
|
2023
Q1 | $147K | Hold |
14,039
| – | – | 0.02% | 262 |
|
|
2022
Q4 | $158K | Buy |
14,039
+406
| +3% | +$4.58K | 0.02% | 227 |
|
|
2022
Q3 | $130K | Buy |
+13,633
| New | +$130K | 0.02% | 189 |
|