Wealthspire Advisors (Maryland)’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-661
| Closed | -$7K | – | 1664 |
|
|
2019
Q1 | $7K | Sell |
661
-419
| -39% | -$4.44K | ﹤0.01% | 1689 |
|
|
2018
Q4 | $13K | Buy |
1,080
+226
| +26% | +$2.72K | ﹤0.01% | 1375 |
|
|
2018
Q3 | $10K | Hold |
854
| – | – | ﹤0.01% | 1523 |
|
|
2018
Q2 | $10K | Buy |
854
+24
| +3% | +$281 | ﹤0.01% | 1547 |
|
|
2018
Q1 | $9K | Sell |
830
-26
| -3% | -$282 | ﹤0.01% | 1616 |
|
|
2017
Q4 | $8K | Buy |
856
+364
| +74% | +$3.4K | ﹤0.01% | 1685 |
|
|
2017
Q3 | $4K | Buy |
492
+458
| +1,347% | +$3.72K | ﹤0.01% | 1861 |
|
|
2017
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 2261 |
|
|
2017
Q1 | $0 | Sell |
34
-110
| -76% | – | ﹤0.01% | 2003 |
|
|
2016
Q4 | $1K | Sell |
144
-161
| -53% | -$1.12K | ﹤0.01% | 1666 |
|
|
2016
Q3 | $3K | Hold |
305
| – | – | ﹤0.01% | 1488 |
|
|
2016
Q2 | $4K | Hold |
305
| – | – | ﹤0.01% | 1390 |
|
|
2016
Q1 | $4K | Sell |
305
-5
| -2% | -$66 | ﹤0.01% | 1404 |
|
|
2015
Q4 | $3K | Buy |
+310
| New | +$3K | ﹤0.01% | 1474 |
|