Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 666 |
|
|
2023
Q2 | – | Sell |
-90
| Closed | -$2.67K | – | 1085 |
|
|
2023
Q1 | $2.67K | Hold |
90
| – | – | ﹤0.01% | 792 |
|
|
2022
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 750 |
|
|
2022
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 761 |
|
|
2022
Q2 | $3K | Sell |
90
-350
| -80% | -$11.7K | ﹤0.01% | 726 |
|
|
2022
Q1 | $19K | Hold |
440
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $23K | Buy |
440
+50
| +13% | +$2.61K | ﹤0.01% | 449 |
|
|
2021
Q3 | $28K | Hold |
390
| – | – | ﹤0.01% | 371 |
|
|
2021
Q2 | $30K | Buy |
390
+300
| +333% | +$23.1K | ﹤0.01% | 338 |
|
|
2021
Q1 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 466 |
|
|
2020
Q3 | – | Sell |
-364
| Closed | -$11K | – | 717 |
|
|
2020
Q2 | $11K | Buy |
+364
| New | +$11K | ﹤0.01% | 382 |
|