Avior Wealth Management’s PENN Entertainment PENN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-141	Closed	-$2.79K	–	1871
2024 Q4	$2.79K	Buy	141 +71	+101%	+$1.4K	﹤0.01%	2048
2024 Q3	$1.32K	Buy	+70	New	+$1.33K	﹤0.01%	2043
2022 Q3	–	Hold	0	–	–	–	1264
2022 Q2	–	Sell	-4,185	Closed	-$141K	–	1192
2022 Q1	$177K	Buy	4,185 +1,759	+73%	+$80.4K	0.02%	443
2021 Q4	$125K	Hold	2,426	–	–	0.01%	480
2021 Q3	$175K	Sell	2,426 -141	-5%	-$10.4K	0.01%	434
2021 Q2	$196K	Buy	+2,567	New	+$221K	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	+$182K	0.04%	369