Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $258K | Hold |
13,687
| – | – | 0.14% | 84 |
|
|
2024
Q2 | $265K | Hold |
13,687
| – | – | 0.15% | 85 |
|
|
2024
Q1 | $249K | Hold |
13,687
| – | – | 0.15% | 84 |
|
|
2023
Q4 | $356K | Hold |
13,687
| – | – | 0.24% | 63 |
|
|
2023
Q3 | $314K | Hold |
13,687
| – | – | 0.24% | 64 |
|
|
2023
Q2 | $329K | Buy |
13,687
+1,550
| +13% | +$37.2K | 0.25% | 61 |
|
|
2023
Q1 | $360K | Buy |
12,137
+450
| +4% | +$13.3K | 0.29% | 62 |
|
|
2022
Q4 | $347K | Hold |
11,687
| – | – | 0.3% | 57 |
|
|
2022
Q3 | $322K | Buy |
11,687
+3,050
| +35% | +$84K | 0.3% | 58 |
|
|
2022
Q2 | $263K | Buy |
8,637
+2,000
| +30% | +$60.9K | 0.24% | 74 |
|
|
2022
Q1 | $282K | Buy |
6,637
+800
| +14% | +$34K | 0.22% | 75 |
|
|
2021
Q4 | $303K | Buy |
+5,837
| New | +$303K | 0.25% | 67 |
|