Whitnell & Co’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-370
| Closed | -$4K | – | 320 |
|
|
2018
Q2 | $4K | Hold |
370
| – | – | ﹤0.01% | 279 |
|
|
2018
Q1 | $4K | Hold |
370
| – | – | ﹤0.01% | 311 |
|
|
2017
Q4 | $4K | Buy |
+370
| New | +$4K | ﹤0.01% | 271 |
|
|
2016
Q4 | – | Sell |
-240
| Closed | -$2K | – | 405 |
|
|
2016
Q3 | $2K | Hold |
240
| – | – | ﹤0.01% | 364 |
|
|
2016
Q2 | $3K | Hold |
240
| – | – | ﹤0.01% | 346 |
|
|
2016
Q1 | $3K | Buy |
240
+123
| +105% | +$1.54K | ﹤0.01% | 344 |
|
|
2015
Q4 | $1K | Hold |
117
| – | – | ﹤0.01% | 398 |
|
|
2015
Q3 | $2K | Buy |
+117
| New | +$2K | ﹤0.01% | 355 |
|