Bard Financial Services’s Gores Guggenheim PSNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Hold |
20,000
| – | – | ﹤0.01% | 200 |
|
|
2025
Q1 | $21K | Hold |
20,000
| – | – | ﹤0.01% | 203 |
|
|
2024
Q4 | $21K | Hold |
20,000
| – | – | ﹤0.01% | 204 |
|
|
2024
Q3 | $34.4K | Sell |
20,000
-5,000
| -20% | -$8.6K | ﹤0.01% | 205 |
|
|
2024
Q2 | $19.7K | Sell |
25,000
-2,500
| -9% | -$1.97K | ﹤0.01% | 217 |
|
|
2024
Q1 | $42.4K | Hold |
27,500
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $62.2K | Buy |
27,500
+10,000
| +57% | +$22.6K | 0.01% | 224 |
|
|
2023
Q3 | $46.2K | Hold |
17,500
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $66.9K | Hold |
17,500
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $66.3K | Hold |
17,500
| – | – | 0.01% | 318 |
|
|
2022
Q4 | $93K | Buy |
+17,500
| New | +$93K | 0.01% | 293 |
|