Commonwealth Equity Services’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 | $19K | Sell |
18,121
-5,201
| -22% | -$5.45K | ﹤0.01% | 4218 |
|
2025
Q1 | $24K | Sell |
23,322
-2,350
| -9% | -$2.42K | ﹤0.01% | 4118 |
|
2024
Q4 | $27K | Sell |
25,672
-2,000
| -7% | -$2.1K | ﹤0.01% | 4026 |
|
2024
Q3 | $48K | Buy |
27,672
+1,364
| +5% | +$2.37K | ﹤0.01% | 3939 |
|
2024
Q2 | $21K | Buy |
26,308
+4,136
| +19% | +$3.3K | ﹤0.01% | 3967 |
|
2024
Q1 | $34K | Sell |
22,172
-10,316
| -32% | -$15.8K | ﹤0.01% | 3929 |
|
2023
Q4 | $73K | Buy |
32,488
+8,142
| +33% | +$18.3K | ﹤0.01% | 3715 |
|
2023
Q3 | $64K | Buy |
24,346
+12,697
| +109% | +$33.4K | ﹤0.01% | 3630 |
|
2023
Q2 | $45K | Buy |
11,649
+171
| +1% | +$661 | ﹤0.01% | 3675 |
|
2023
Q1 | $43 | Buy |
11,478
+511
| +5% | +$2 | ﹤0.01% | 3599 |
|
2022
Q4 | $58K | Sell |
10,967
-4,278
| -28% | -$22.6K | ﹤0.01% | 3501 |
|
2022
Q3 | $77K | Buy |
15,245
+4,782
| +46% | +$24.2K | ﹤0.01% | 3420 |
|
2022
Q2 | $92K | Buy |
+10,463
| New | +$92K | ﹤0.01% | 3389 |
|