CAPTRUST Financial Advisors’s William Penn Bancorporation Common Stock WMPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,542
| Closed | -$166K | – | 2412 |
|
|
2024
Q3 | $166K | Buy |
13,542
+34
| +0.3% | +$416 | ﹤0.01% | 2164 |
|
|
2024
Q2 | $154K | Buy |
13,508
+33
| +0.2% | +$376 | ﹤0.01% | 2080 |
|
|
2024
Q1 | $166K | Buy |
13,475
+32
| +0.2% | +$395 | ﹤0.01% | 2017 |
|
|
2023
Q4 | $164K | Buy |
13,443
+34
| +0.3% | +$415 | ﹤0.01% | 2441 |
|
|
2023
Q3 | $167K | Buy |
13,409
+36
| +0.3% | +$449 | ﹤0.01% | 2337 |
|
|
2023
Q2 | $136K | Buy |
+13,373
| New | +$136K | ﹤0.01% | 2342 |
|