Whittier Trust’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,957
| Closed | -$40.1K | – | 1595 |
|
|
2024
Q3 | $40.1K | Hold |
2,957
| – | – | ﹤0.01% | 969 |
|
|
2024
Q2 | $36.9K | Hold |
2,957
| – | – | ﹤0.01% | 969 |
|
|
2024
Q1 | $38.9K | Hold |
2,957
| – | – | ﹤0.01% | 984 |
|
|
2023
Q4 | $36.3K | Hold |
2,957
| – | – | ﹤0.01% | 976 |
|
|
2023
Q3 | $31.2K | Hold |
2,957
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q2 | $31K | Hold |
2,957
| – | – | ﹤0.01% | 1031 |
|
|
2023
Q1 | $30.9K | Hold |
2,957
| – | – | ﹤0.01% | 1054 |
|
|
2022
Q4 | $33.3K | Hold |
2,957
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q3 | $28K | Buy |
+2,957
| New | +$28K | ﹤0.01% | 1102 |
|
|
2020
Q2 | – | Sell |
-117
| Closed | -$1K | – | 1485 |
|
|
2020
Q1 | $1K | Buy |
+117
| New | +$1K | ﹤0.01% | 1419 |
|