Verdence Capital Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,854
| Closed | -$359K | – | 559 |
|
|
2022
Q4 | $359K | Sell |
31,854
-24,675
| -44% | -$278K | 0.04% | 337 |
|
|
2022
Q3 | $540K | Buy |
56,529
+827
| +1% | +$7.9K | 0.07% | 257 |
|
|
2022
Q2 | $514K | Buy |
55,702
+2,947
| +6% | +$27.2K | 0.07% | 286 |
|
|
2022
Q1 | $526K | Buy |
52,755
+3,150
| +6% | +$31.4K | 0.06% | 289 |
|
|
2021
Q4 | $417K | Buy |
+49,605
| New | +$417K | 0.05% | 310 |
|