Concord Wealth Partners’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 843 |
|
|
2022
Q2 | $1K | Sell |
7
-19
| -73% | -$2.71K | ﹤0.01% | 1169 |
|
|
2022
Q1 | $6K | Sell |
26
-5
| -16% | -$1.15K | ﹤0.01% | 879 |
|
|
2021
Q4 | $9K | Buy |
31
+14
| +82% | +$4.07K | ﹤0.01% | 812 |
|
|
2021
Q3 | $5K | Buy |
17
+14
| +467% | +$4.12K | ﹤0.01% | 591 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 996 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 939 |
|