Balasa Dinverno & Foltz’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.86M | Sell |
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|
2019
Q4 | $3M | Hold |
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|
2019
Q3 | $2.46M | Hold |
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|
2019
Q2 | $2.92M | Sell |
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|
2019
Q1 | $3.47M | Sell |
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|
2018
Q4 | $3.15M | Hold |
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|
2018
Q3 | $3.85M | Sell |
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|
2018
Q2 | $3.77M | Hold |
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|
2018
Q1 | $3.16M | Sell |
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|
2017
Q4 | $2.85M | Sell |
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|
2017
Q3 | $2.83M | Buy |
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|
2017
Q2 | $2.75M | Sell |
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|
2017
Q1 | $4.85M | Sell |
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|
2016
Q4 | $3.93M | Hold |
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|
2016
Q3 | $4.68M | Sell |
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|
2016
Q2 | $4.76M | Buy |
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