Wealth Architects’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,031
| Closed | -$126K | – | 199 |
|
|
2023
Q1 | $126K | Buy |
12,031
+272
| +2% | +$2.84K | 0.02% | 182 |
|
|
2022
Q4 | $133K | Hold |
11,759
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $112K | Sell |
11,759
-151
| -1% | -$1.44K | 0.02% | 166 |
|
|
2022
Q2 | $110K | Buy |
11,910
+338
| +3% | +$3.12K | 0.02% | 176 |
|
|
2022
Q1 | $115K | Buy |
+11,572
| New | +$115K | 0.02% | 200 |
|