LPL Financial’s Gores Guggenheim PSNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,150
| Closed | -$48K | – | 4985 |
|
|
2024
Q1 | $48K | Sell |
31,150
-2,000
| -6% | -$3.08K | ﹤0.01% | 4700 |
|
|
2023
Q4 | $74.9K | Sell |
33,150
-7,741
| -19% | -$17.5K | ﹤0.01% | 4532 |
|
|
2023
Q3 | $108K | Buy |
40,891
+1,680
| +4% | +$4.44K | ﹤0.01% | 4345 |
|
|
2023
Q2 | $150K | Buy |
+39,211
| New | +$150K | ﹤0.01% | 4191 |
|
|
2022
Q3 | – | Sell |
-40,985
| Closed | -$361K | – | 4452 |
|
|
2022
Q2 | $361K | Buy |
+40,985
| New | +$361K | ﹤0.01% | 3451 |
|