True Wealth Design’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.01K | Buy |
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|
2025
Q2 | $463 | Buy |
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|
2025
Q1 | $465 | Sell |
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|
2024
Q4 | $774 | Buy |
|
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|
2024
Q3 | $584 | Hold |
|
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|
2024
Q2 | $537 | Buy |
|
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|
2024
Q1 | $435 | Buy |
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|
2023
Q4 | $234 | Hold |
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|
2023
Q3 | $201 | Hold |
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|
2023
Q2 | $200 | Hold |
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|
2023
Q1 | $199 | Hold |
|
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|
2022
Q4 | $214 | Buy |
|