Waverly Advisors’s Parsons PSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
+4,492
| New | +$322K | ﹤0.01% | 939 |
|
|
2025
Q1 | – | Sell |
-2,531
| Closed | -$233K | – | 1121 |
|
|
2024
Q4 | $233K | Sell |
2,531
-887
| -26% | -$81.8K | ﹤0.01% | 889 |
|
|
2024
Q3 | $354K | Sell |
3,418
-5,723
| -63% | -$593K | 0.01% | 644 |
|
|
2024
Q2 | $748K | Buy |
+9,141
| New | +$748K | 0.01% | 485 |
|