Ameriprise’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,100
| Closed | -$133K | – | 3980 |
|
|
2023
Q2 | $133K | Hold |
13,100
| – | – | ﹤0.01% | 3785 |
|
|
2023
Q1 | $148K | Hold |
13,100
| – | – | ﹤0.01% | 3781 |
|
|
2022
Q4 | $159K | Hold |
13,100
| – | – | ﹤0.01% | 3742 |
|
|
2022
Q3 | $149K | Sell |
13,100
-8,200
| -38% | -$93.3K | ﹤0.01% | 3750 |
|
|
2022
Q2 | $249K | Hold |
21,300
| – | – | ﹤0.01% | 3629 |
|
|
2022
Q1 | $272K | Hold |
21,300
| – | – | ﹤0.01% | 3676 |
|
|
2021
Q4 | $257K | Hold |
21,300
| – | – | ﹤0.01% | 3723 |
|
|
2021
Q3 | $260K | Buy |
+21,300
| New | +$260K | ﹤0.01% | 3627 |
|