Gerber Kawasaki Wealth & Investment 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 |
-133,700
| Closed | -$353K | – | 279 |
|
2023
Q3 | $353K | Sell |
133,700
-102,962
| -44% | -$272K | 0.02% | 184 |
|
2023
Q2 | $905K | Sell |
236,662
-120,237
| -34% | -$460K | 0.06% | 139 |
|
2023
Q1 | $1.35M | Sell |
356,899
-27,153
| -7% | -$103K | 0.11% | 106 |
|
2022
Q4 | $2.04M | Sell |
384,052
-9,602
| -2% | -$51K | 0.18% | 89 |
|
2022
Q3 | $2.01M | Sell |
393,654
-106,223
| -21% | -$542K | 0.19% | 86 |
|
2022
Q2 | $4.4M | Buy |
+499,877
| New | +$4.4M | 0.42% | 51 |
|