Focused 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
2023
Q4
Sell
-29,000
Closed -$76.6K 1042
2023
Q3
$76.6K Hold
29,000
0.01% 234
2023
Q2
$111K Hold
29,000
0.02% 191
2023
Q1
$110K Hold
29,000
0.02% 192
2022
Q4
$154K Buy
+29,000
New +$154K 0.03% 155