AE Wealth Management’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-18,837
| Closed | -$573K | – | 1838 |
|
2022
Q2 | $573K | Sell |
18,837
-1,342
| -7% | -$40.8K | ﹤0.01% | 1128 |
|
2022
Q1 | $856K | Sell |
20,179
-3,303
| -14% | -$140K | 0.01% | 962 |
|
2021
Q4 | $1.22M | Buy |
23,482
+16,485
| +236% | +$855K | 0.01% | 856 |
|
2021
Q3 | $507K | Sell |
6,997
-7,258
| -51% | -$526K | ﹤0.01% | 1164 |
|
2021
Q2 | $1.09M | Buy |
14,255
+7,052
| +98% | +$539K | 0.01% | 805 |
|
2021
Q1 | $755K | Buy |
7,203
+864
| +14% | +$90.6K | 0.01% | 861 |
|
2020
Q4 | $547K | Buy |
6,339
+1,173
| +23% | +$101K | 0.01% | 927 |
|
2020
Q3 | $376K | Buy |
+5,166
| New | +$376K | 0.01% | 963 |
|