Congress Wealth Management’s Gores Guggenheim PSNY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26,422	Closed	-$45.4K	–	916
2024 Q3	$45.4K	Buy	+26,422	New	+$45.4K	﹤0.01%	836