WFG Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-787
| Closed | -$8K | – | 1673 |
|
|
2016
Q3 | $8K | Hold |
787
| – | – | ﹤0.01% | 1181 |
|
|
2016
Q2 | $10K | Hold |
787
| – | – | ﹤0.01% | 1097 |
|
|
2016
Q1 | $10K | Sell |
787
-137
| -15% | -$1.74K | ﹤0.01% | 1052 |
|
|
2015
Q4 | $10K | Hold |
924
| – | – | ﹤0.01% | 1079 |
|
|
2015
Q3 | $16K | Hold |
924
| – | – | 0.01% | 962 |
|
|
2015
Q2 | $18K | Hold |
924
| – | – | 0.01% | 1010 |
|
|
2015
Q1 | $20K | Hold |
924
| – | – | 0.01% | 988 |
|
|
2014
Q4 | $17K | Hold |
924
| – | – | ﹤0.01% | 1281 |
|
|
2014
Q3 | $18K | Hold |
924
| – | – | ﹤0.01% | 1314 |
|
|
2014
Q2 | $18K | Buy |
924
+560
| +154% | +$10.9K | ﹤0.01% | 1309 |
|
|
2014
Q1 | $6K | Buy |
+364
| New | +$6K | ﹤0.01% | 1586 |
|