Bell Investment Advisors’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
Sell
-451
Closed -$474 1955
2025
Q1
$474 Hold
451
﹤0.01% 1776
2024
Q4
$474 Buy
+451
New +$474 ﹤0.01% 1787
2023
Q1
Sell
-691
Closed -$3.67K 1967
2022
Q4
$3.67K Buy
+691
New +$3.67K ﹤0.01% 967