Colonial Trust 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 | $2.14K | Hold |
2,000
| – | – | ﹤0.01% | 635 |
|
|
2025
Q1 | $2.1K | Hold |
2,000
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $2.1K | Buy |
2,000
+1,000
| +100% | +$1.05K | ﹤0.01% | 614 |
|
|
2024
Q3 | $1.72K | Hold |
1,000
| – | – | ﹤0.01% | 691 |
|
|
2024
Q2 | $787 | Hold |
1,000
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $1.54K | Hold |
1,000
| – | – | ﹤0.01% | 826 |
|
|
2023
Q4 | $2.26K | Hold |
1,000
| – | – | ﹤0.01% | 698 |
|
|
2023
Q3 | $2.64K | Hold |
1,000
| – | – | ﹤0.01% | 685 |
|
|
2023
Q2 | $3.82K | Hold |
1,000
| – | – | ﹤0.01% | 669 |
|
|
2023
Q1 | $3.79K | Buy |
1,000
+600
| +150% | +$2.27K | ﹤0.01% | 660 |
|
|
2022
Q4 | $2.12K | Buy |
+400
| New | +$2.12K | ﹤0.01% | 717 |
|