Trek Financial’s Parsons PSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60,485
| Closed | -$6.27M | – | 456 |
|
|
2024
Q3 | $6.27M | Buy |
+60,485
| New | +$6.27M | 0.47% | 61 |
|
|
2024
Q2 | – | Sell |
-60,778
| Closed | -$5.04M | – | 446 |
|
|
2024
Q1 | $5.04M | Buy |
+60,778
| New | +$5.04M | 0.4% | 69 |
|
|
2022
Q4 | – | Sell |
-21,561
| Closed | -$845K | – | 250 |
|
|
2022
Q3 | $845K | Buy |
21,561
+7,077
| +49% | +$277K | 0.09% | 104 |
|
|
2022
Q2 | $585K | Buy |
+14,484
| New | +$585K | 0.06% | 126 |
|