Back to PSORF
True Wealth Design, LLC → PSORF
True Wealth Design, LLC PSORF Position History
Pearson plc • Communication Services
Quarters held
5
Latest value
$3K
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q4 2025 | $3K |
| Q1 2026 | $2K |
| Q2 2026 | $2K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 178 | — | — |
| Q2 2026 | $2K | 135 | — | — |
| Q1 2026 | $2K | 127 | — | — |
| Q4 2025 | $3K | 249 | — | — |
| Q3 2025 | $5K | 354 | — | — |
Other funds holding PSORF
$36.1M
$35.3M
$35.1M
$34.6M
$34.3M
$33.5M
$32.8M