Braun Stacey Associates’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-56,624
| Closed | -$14.2M | – | 117 |
|
|
2023
Q4 | $14.2M | Sell |
56,624
-2,216
| -4% | -$557K | 0.64% | 69 |
|
|
2023
Q3 | $14.2M | Buy |
58,840
+3,632
| +7% | +$879K | 0.69% | 66 |
|
|
2023
Q2 | $19M | Sell |
55,208
-14,822
| -21% | -$5.1M | 0.88% | 47 |
|
|
2023
Q1 | $19.5M | Buy |
+70,030
| New | +$19.5M | 0.51% | 89 |
|