Carolina Wealth Advisors’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 |
-60
| Closed | -$1.13K | – | 337 |
|
|
2024
Q3 | $1.13K | Hold |
60
| – | – | ﹤0.01% | 299 |
|
|
2024
Q2 | $1.16K | Hold |
60
| – | – | ﹤0.01% | 196 |
|
|
2024
Q1 | $1.09K | Hold |
60
| – | – | ﹤0.01% | 199 |
|
|
2023
Q4 | $1.56K | Hold |
60
| – | – | ﹤0.01% | 208 |
|
|
2023
Q3 | $1.38K | Hold |
60
| – | – | ﹤0.01% | 228 |
|
|
2023
Q2 | $1.44K | Hold |
60
| – | – | ﹤0.01% | 218 |
|
|
2023
Q1 | $1.78K | Hold |
60
| – | – | ﹤0.01% | 218 |
|
|
2022
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 208 |
|
|
2022
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 215 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 239 |
|
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 240 |
|
|
2021
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 238 |
|
|
2021
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 222 |
|
|
2021
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 221 |
|
|
2021
Q1 | $6K | Sell |
60
-1,327
| -96% | -$133K | ﹤0.01% | 235 |
|
|
2020
Q4 | $120K | Sell |
1,387
-40
| -3% | -$3.46K | 0.1% | 53 |
|
|
2020
Q3 | $104K | Sell |
1,427
-980
| -41% | -$71.4K | 0.09% | 52 |
|
|
2020
Q2 | $74K | Hold |
2,407
| – | – | 0.07% | 53 |
|
|
2020
Q1 | $30K | Buy |
+2,407
| New | +$30K | 0.03% | 61 |
|