American Capital Advisory’s William Penn Bancorporation Common Stock WMPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$21.8K | – | 1012 |
|
|
2025
Q1 | $21.8K | Hold |
2,000
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $24K | Hold |
2,000
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $24.5K | Buy |
2,000
+100
| +5% | +$1.23K | 0.01% | 235 |
|
|
2024
Q2 | $23.2K | Buy |
+1,900
| New | +$23.2K | 0.02% | 210 |
|
|
2024
Q1 | – | Sell |
-1,900
| Closed | -$23.2K | – | 517 |
|
|
2023
Q4 | $23.2K | Buy |
+1,900
| New | +$23.2K | 0.02% | 210 |
|