Pathstone Holdings’s Gores Guggenheim PSNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-168,779
Closed -$290K 2368
2024
Q3
$290K Sell
168,779
-24,236
-13% -$41.7K ﹤0.01% 1983
2024
Q2
$152K Buy
193,015
+2,721
+1% +$2.14K ﹤0.01% 2188
2024
Q1
$293K Sell
190,294
-4,147
-2% -$6.39K ﹤0.01% 1956
2023
Q4
$439K Buy
+194,441
New +$439K ﹤0.01% 1589