AWM
Avior Wealth Management’s PENN Entertainment PENN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-141
| Closed | -$2.79K | – | 1871 |
|
|
2024
Q4 | $2.79K | Buy |
141
+71
| +101% | +$1.41K | ﹤0.01% | 2048 |
|
|
2024
Q3 | $1.32K | Buy |
+70
| New | +$1.32K | ﹤0.01% | 2043 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1264 |
|
|
2022
Q2 | – | Sell |
-4,185
| Closed | -$177K | – | 1192 |
|
|
2022
Q1 | $177K | Buy |
4,185
+1,759
| +73% | +$74.4K | 0.02% | 443 |
|
|
2021
Q4 | $125K | Hold |
2,426
| – | – | 0.01% | 480 |
|
|
2021
Q3 | $175K | Sell |
2,426
-141
| -5% | -$10.2K | 0.01% | 434 |
|
|
2021
Q2 | $196K | Buy |
+2,567
| New | +$196K | 0.02% | 403 |
|
|
2021
Q1 | – | Sell |
-28
| Closed | -$2K | – | 1113 |
|
|
2020
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 883 |
|
|
2018
Q4 | – | Sell |
-5,460
| Closed | -$180K | – | 746 |
|
|
2018
Q3 | $180K | Buy |
+5,460
| New | +$180K | 0.04% | 369 |
|