Kelly Financial Services’s Gores Guggenheim PSNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,300
| Closed | -$2.6K | – | 594 |
|
|
2024
Q2 | $2.6K | Hold |
3,300
| – | – | ﹤0.01% | 561 |
|
|
2024
Q1 | $5.08K | Hold |
3,300
| – | – | ﹤0.01% | 498 |
|
|
2023
Q4 | $7.46K | Hold |
3,300
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $8.71K | Hold |
3,300
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $12.6K | Hold |
3,300
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $12.5K | Hold |
3,300
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $17.5K | Hold |
3,300
| – | – | 0.01% | 278 |
|
|
2022
Q3 | $16.7K | Hold |
3,300
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $29.1K | Buy |
+3,300
| New | +$29.1K | 0.02% | 217 |
|