Bard Financial Services’s Gores Guggenheim PSNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.4K | Sell |
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|
2025
Q2 | $21.4K | Hold |
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|
2025
Q1 | $21K | Hold |
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|
2024
Q4 | $21K | Hold |
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|
2024
Q3 | $34.4K | Sell |
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|
2024
Q2 | $19.7K | Sell |
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|
2024
Q1 | $42.4K | Hold |
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|
2023
Q4 | $62.1K | Buy |
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|
2023
Q3 | $46.2K | Hold |
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|
2023
Q2 | $66.8K | Hold |
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|
2023
Q1 | $66.3K | Hold |
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|
2022
Q4 | $93K | Buy |
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