Advisornet Financial’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513 | Sell |
2
-1
| -33% | -$257 | ﹤0.01% | 2030 |
|
|
2025
Q1 | $802 | Buy |
3
+2
| +200% | +$535 | ﹤0.01% | 1887 |
|
|
2024
Q4 | $237 | Sell |
1
-1
| -50% | -$237 | ﹤0.01% | 1851 |
|
|
2024
Q3 | $389 | Sell |
2
-3
| -60% | -$584 | ﹤0.01% | 2038 |
|
|
2024
Q2 | $900 | Buy |
+5
| New | +$900 | ﹤0.01% | 1826 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$252 | – | 2388 |
|
|
2023
Q4 | $252 | Sell |
1
-1
| -50% | -$252 | ﹤0.01% | 2257 |
|
|
2023
Q3 | $484 | Hold |
2
| – | – | ﹤0.01% | 1990 |
|
|
2023
Q2 | $688 | Hold |
2
| – | – | ﹤0.01% | 1979 |
|
|
2023
Q1 | $557 | Buy |
2
+1
| +100% | +$279 | ﹤0.01% | 2045 |
|
|
2022
Q4 | $222 | Sell |
1
-1
| -50% | -$222 | ﹤0.01% | 2197 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1973 |
|
|
2019
Q3 | – | Sell |
-18
| Closed | -$3K | – | 1928 |
|
|
2019
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 1470 |
|