B. Riley Wealth Advisors’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,042
| Closed | -$208K | – | 1550 |
|
2024
Q1 | $208K | Sell |
9,042
-632
| -7% | -$14.5K | 0.01% | 1257 |
|
2023
Q4 | $252K | Buy |
9,674
+632
| +7% | +$16.4K | 0.01% | 1134 |
|
2023
Q3 | $208K | Sell |
9,042
-2,558
| -22% | -$58.7K | 0.01% | 1257 |
|
2023
Q2 | $275K | Sell |
11,600
-1,340
| -10% | -$31.8K | 0.01% | 1170 |
|
2023
Q1 | $369K | Sell |
12,940
-1,183
| -8% | -$33.7K | 0.01% | 954 |
|
2022
Q4 | $404K | Buy |
14,123
+820
| +6% | +$23.5K | 0.01% | 876 |
|
2022
Q3 | $355K | Buy |
+13,303
| New | +$355K | 0.01% | 918 |
|
2022
Q2 | – | Sell |
-11,837
| Closed | -$462K | – | 1347 |
|
2022
Q1 | $462K | Buy |
11,837
+164
| +1% | +$6.4K | 0.02% | 790 |
|
2021
Q4 | $508K | Buy |
11,673
+2,679
| +30% | +$117K | 0.01% | 796 |
|
2021
Q3 | $499K | Buy |
8,994
+334
| +4% | +$18.5K | 0.02% | 783 |
|
2021
Q2 | $547K | Buy |
8,660
+3,711
| +75% | +$234K | 0.02% | 726 |
|
2021
Q1 | $516K | Buy |
4,949
+316
| +7% | +$32.9K | 0.02% | 719 |
|
2020
Q4 | $401K | Sell |
4,633
-99
| -2% | -$8.57K | 0.02% | 609 |
|
2020
Q3 | $330K | Buy |
+4,732
| New | +$330K | 0.02% | 688 |
|
2015
Q1 | – | Sell |
-182
| Closed | -$3 | – | 1566 |
|
2014
Q4 | $3 | Buy |
+182
| New | +$3 | ﹤0.01% | 3311 |
|