Phoenix Financial’s Gores Guggenheim PSNY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-37,937	Closed	-$144K	–	346
2023 Q1	$144K	Sell	37,937 -2,209	-6%	-$8.37K	﹤0.01%	266
2022 Q4	$213K	Sell	40,146 -7,026	-15%	-$37.4K	﹤0.01%	252
2022 Q3	$242K	Buy	+47,172	New	+$242K	0.01%	290
2022 Q2	–	Hold	0	–	–	–	404