Beverly Hills Private Wealth’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,137
| Closed | -$229K | – | 352 |
|
|
2024
Q3 | $229K | Sell |
12,137
-2,035
| -14% | -$38.4K | 0.05% | 309 |
|
|
2024
Q2 | $274K | Sell |
14,172
-1,889
| -12% | -$36.6K | 0.06% | 287 |
|
|
2024
Q1 | $292K | Buy |
16,061
+3,215
| +25% | +$58.5K | 0.07% | 285 |
|
|
2023
Q4 | $334K | Sell |
12,846
-3,751
| -23% | -$97.6K | 0.09% | 238 |
|
|
2023
Q3 | $381K | Sell |
16,597
-13,015
| -44% | -$299K | 0.11% | 199 |
|
|
2023
Q2 | $726K | Buy |
29,612
+15,045
| +103% | +$369K | 0.12% | 187 |
|
|
2023
Q1 | $432K | Buy |
14,567
+2,619
| +22% | +$77.7K | 0.13% | 167 |
|
|
2022
Q4 | $355K | Buy |
+11,948
| New | +$355K | 0.16% | 149 |
|