Bernardo Wealth Planning’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,173
| Closed | -$216K | – | 94 |
|
|
2021
Q4 | $216K | Buy |
4,173
+17
| +0.4% | +$880 | 0.11% | 78 |
|
|
2021
Q3 | $301K | Hold |
4,156
| – | – | 0.17% | 59 |
|
|
2021
Q2 | $317K | Sell |
4,156
-92
| -2% | -$7.02K | 0.19% | 59 |
|
|
2021
Q1 | $445K | Buy |
4,248
+129
| +3% | +$13.5K | 0.28% | 45 |
|
|
2020
Q4 | $355K | Sell |
4,119
-22
| -0.5% | -$1.9K | 0.14% | 120 |
|
|
2020
Q3 | $301K | Buy |
+4,141
| New | +$301K | 0.14% | 120 |
|