Family Capital Management’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,000
| Closed | -$223K | – | 71 |
|
2024
Q1 | $223K | Hold |
1,000
| – | – | 0.16% | 63 |
|
2023
Q4 | $252K | Hold |
1,000
| – | – | 0.18% | 55 |
|
2023
Q3 | $242K | Hold |
1,000
| – | – | 0.16% | 63 |
|
2023
Q2 | $344K | Sell |
1,000
-300
| -23% | -$103K | 0.21% | 50 |
|
2023
Q1 | $362K | Sell |
1,300
-225
| -15% | -$62.7K | 0.16% | 46 |
|
2022
Q4 | $339K | Buy |
+1,525
| New | +$339K | 0.22% | 46 |
|