NewEdge Advisors’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 | $2.73K | Hold |
2,550
| – | – | ﹤0.01% | 3561 |
|
|
2025
Q1 | $2.68K | Hold |
2,550
| – | – | ﹤0.01% | 3446 |
|
|
2024
Q4 | $2.68K | Hold |
2,550
| – | – | ﹤0.01% | 3395 |
|
|
2024
Q3 | $4.39K | Hold |
2,550
| – | – | ﹤0.01% | 3193 |
|
|
2024
Q2 | $2.01K | Hold |
2,550
| – | – | ﹤0.01% | 3328 |
|
|
2024
Q1 | $3.93K | Sell |
2,550
-70
| -3% | -$108 | ﹤0.01% | 3217 |
|
|
2023
Q4 | $5.92K | Hold |
2,620
| – | – | ﹤0.01% | 3068 |
|
|
2023
Q3 | $6.92K | Sell |
2,620
-2,000
| -43% | -$5.28K | ﹤0.01% | 2701 |
|
|
2023
Q2 | $17.6K | Buy |
4,620
+2,070
| +81% | +$7.91K | ﹤0.01% | 2413 |
|
|
2023
Q1 | $9.67K | Sell |
2,550
-500
| -16% | -$1.9K | ﹤0.01% | 2578 |
|
|
2022
Q4 | $2.67K | Buy |
+3,050
| New | +$2.67K | ﹤0.01% | 2763 |
|