Creative Planning’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 | $20.5K | Sell |
19,186
-260
| -1% | -$278 | ﹤0.01% | 3561 |
|
|
2025
Q1 | $20.4K | Buy |
19,446
+5,416
| +39% | +$5.69K | ﹤0.01% | 3379 |
|
|
2024
Q4 | $14.7K | Buy |
14,030
+272
| +2% | +$286 | ﹤0.01% | 3348 |
|
|
2024
Q3 | $23.7K | Buy |
13,758
+998
| +8% | +$1.72K | ﹤0.01% | 3143 |
|
|
2024
Q2 | $10K | Buy |
12,760
+2
| +0% | +$2 | ﹤0.01% | 2978 |
|
|
2024
Q1 | $19.6K | Buy |
12,758
+200
| +2% | +$308 | ﹤0.01% | 2814 |
|
|
2023
Q4 | $28.4K | Sell |
12,558
-200
| -2% | -$452 | ﹤0.01% | 2662 |
|
|
2023
Q3 | $33.7K | Sell |
12,758
-4,000
| -24% | -$10.6K | ﹤0.01% | 2509 |
|
|
2023
Q2 | $64K | Buy |
+16,758
| New | +$64K | ﹤0.01% | 2395 |
|