Wells Fargo’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 |
-5,046
| Closed | -$8.68K | – | 6608 |
|
|
2024
Q3 | $8.68K | Sell |
5,046
-104
| -2% | -$179 | ﹤0.01% | 5420 |
|
|
2024
Q2 | $4.05K | Hold |
5,150
| – | – | ﹤0.01% | 5527 |
|
|
2024
Q1 | $7.93K | Buy |
5,150
+4,910
| +2,046% | +$7.56K | ﹤0.01% | 5421 |
|
|
2023
Q4 | $542 | Hold |
240
| – | – | ﹤0.01% | 5919 |
|
|
2023
Q3 | $634 | Sell |
240
-1,930
| -89% | -$5.1K | ﹤0.01% | 5936 |
|
|
2023
Q2 | $8.29K | Sell |
2,170
-1,330
| -38% | -$5.08K | ﹤0.01% | 5648 |
|
|
2023
Q1 | $13.3K | Buy |
3,500
+2,000
| +133% | +$7.58K | ﹤0.01% | 5445 |
|
|
2022
Q4 | $7.97K | Buy |
+1,500
| New | +$7.97K | ﹤0.01% | 5311 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$2K | – | 6862 |
|
|
2022
Q2 | $2K | Buy |
+250
| New | +$2K | ﹤0.01% | 6057 |
|