SOA Wealth Advisors’s Gores Guggenheim PSNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$106 | – | 940 |
|
|
2023
Q3 | $106 | Hold |
40
| – | – | ﹤0.01% | 902 |
|
|
2023
Q2 | $153 | Hold |
40
| – | – | ﹤0.01% | 890 |
|
|
2023
Q1 | $152 | Hold |
40
| – | – | ﹤0.01% | 919 |
|
|
2022
Q4 | $212 | Hold |
40
| – | – | ﹤0.01% | 898 |
|
|
2022
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 957 |
|
|
2022
Q2 | $0 | Buy |
+40
| New | – | ﹤0.01% | 986 |
|