Cambridge Investment Research 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 |
-10,762
| Closed | -$11K | – | 3737 |
|
|
2025
Q1 | $11K | Buy |
10,762
+50
| +0.5% | +$51 | ﹤0.01% | 3480 |
|
|
2024
Q4 | $11K | Sell |
10,712
-13
| -0.1% | -$13 | ﹤0.01% | 3442 |
|
|
2024
Q3 | $18K | Sell |
10,725
-500
| -4% | -$839 | ﹤0.01% | 3371 |
|
|
2024
Q2 | $9K | Sell |
11,225
-3,332
| -23% | -$2.67K | ﹤0.01% | 3294 |
|
|
2024
Q1 | $22K | Sell |
14,557
-425
| -3% | -$642 | ﹤0.01% | 3261 |
|
|
2023
Q4 | $34K | Sell |
14,982
-1,000
| -6% | -$2.27K | ﹤0.01% | 3120 |
|
|
2023
Q3 | $42K | Sell |
15,982
-7,700
| -33% | -$20.2K | ﹤0.01% | 3052 |
|
|
2023
Q2 | $90K | Buy |
+23,682
| New | +$90K | ﹤0.01% | 3020 |
|