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Destination Wealth Management’s Penumbra PEN Stock Holding History

Destination Wealth Management’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,819
Closed -$709K – 210
2023
Q4 		$709K Hold
2,819
– – 0.02% 137
2023
Q3 		$682K Buy
+2,819
New +$682K 0.03% 133