Orion Portfolio Solutions’s Gores Guggenheim PSNY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,822
Closed -$36.5K 1740
2023
Q4
$36.5K Buy
17,822
+3,707
+26% +$7.6K ﹤0.01% 1640
2023
Q3
$37.3K Sell
14,115
-2,328
-14% -$6.15K ﹤0.01% 1601
2023
Q2
$62.8K Buy
+16,443
New +$62.8K ﹤0.01% 1611