Carson Wealth (CWM LLC)’s Gores Guggenheim PSNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
280
+150
| +115% | – | ﹤0.01% | 5259 |
|
|
2025
Q1 | $0 | Hold |
130
| – | – | ﹤0.01% | 5159 |
|
|
2024
Q4 | $0 | Sell |
130
-50
| -28% | – | ﹤0.01% | 5102 |
|
|
2024
Q3 | $0 | Buy |
180
+130
| +260% | – | ﹤0.01% | 5082 |
|
|
2024
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 4869 |
|
|
2024
Q1 | $0 | Sell |
50
-800
| -94% | – | ﹤0.01% | 4660 |
|
|
2023
Q4 | $2K | Hold |
850
| – | – | ﹤0.01% | 3830 |
|
|
2023
Q3 | $2K | Hold |
850
| – | – | ﹤0.01% | 3848 |
|
|
2023
Q2 | $3K | Hold |
850
| – | – | ﹤0.01% | 3676 |
|
|
2023
Q1 | $3K | Buy |
+850
| New | +$3K | ﹤0.01% | 3547 |
|