Waterford Advisors’s Gores Guggenheim PSNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,000
Closed -$46K 50
2023
Q2
$46K Buy
+12,000
New +$46K 0.02% 52