Raymond James & Associates’s Gores Guggenheim PSNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $60.6K | Buy |
35,237
+14,600
| +71% | +$25.1K | ﹤0.01% | 3788 |
|
|
2024
Q2 | $16.2K | Sell |
20,637
-10,000
| -33% | -$7.87K | ﹤0.01% | 3863 |
|
|
2024
Q1 | $47.2K | Buy |
30,637
+1,105
| +4% | +$1.7K | ﹤0.01% | 3769 |
|
|
2023
Q4 | $66.7K | Buy |
29,532
+7,900
| +37% | +$17.9K | ﹤0.01% | 3641 |
|
|
2023
Q3 | $57.1K | Hold |
21,632
| – | – | ﹤0.01% | 3633 |
|
|
2023
Q2 | $82.6K | Sell |
21,632
-4,264
| -16% | -$16.3K | ﹤0.01% | 3615 |
|
|
2023
Q1 | $98.1K | Buy |
25,896
+3,996
| +18% | +$15.1K | ﹤0.01% | 3615 |
|
|
2022
Q4 | $116K | Buy |
21,900
+7,269
| +50% | +$38.6K | ﹤0.01% | 3569 |
|
|
2022
Q3 | $74K | Buy |
+14,631
| New | +$74K | ﹤0.01% | 3624 |
|