True Wealth Design’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463 | Buy |
31
+2
| +7% | +$30 | ﹤0.01% | 1776 |
|
|
2025
Q1 | $465 | Sell |
29
-19
| -40% | -$305 | ﹤0.01% | 1566 |
|
|
2024
Q4 | $774 | Buy |
48
+5
| +12% | +$81 | ﹤0.01% | 1006 |
|
|
2024
Q3 | $584 | Hold |
43
| – | – | ﹤0.01% | 1073 |
|
|
2024
Q2 | $537 | Buy |
43
+10
| +30% | +$125 | ﹤0.01% | 640 |
|
|
2024
Q1 | $435 | Buy |
33
+14
| +74% | +$185 | ﹤0.01% | 650 |
|
|
2023
Q4 | $234 | Hold |
19
| – | – | ﹤0.01% | 656 |
|
|
2023
Q3 | $201 | Hold |
19
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $200 | Hold |
19
| – | – | ﹤0.01% | 652 |
|
|
2023
Q1 | $199 | Hold |
19
| – | – | ﹤0.01% | 734 |
|
|
2022
Q4 | $214 | Buy |
+19
| New | +$214 | ﹤0.01% | 649 |
|