Financial Advocates Investment Management’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,318
| Closed | -$217K | – | 793 |
|
|
2022
Q4 | $217K | Hold |
7,318
| – | – | 0.02% | 656 |
|
|
2022
Q3 | $201K | Hold |
7,318
| – | – | 0.02% | 684 |
|
|
2022
Q2 | $223K | Sell |
7,318
-300
| -4% | -$9.14K | 0.02% | 592 |
|
|
2022
Q1 | $323K | Sell |
7,618
-800
| -10% | -$33.9K | 0.02% | 553 |
|
|
2021
Q4 | $436K | Buy |
8,418
+1,347
| +19% | +$69.8K | 0.03% | 515 |
|
|
2021
Q3 | $512K | Sell |
7,071
-331
| -4% | -$24K | 0.03% | 467 |
|
|
2021
Q2 | $566K | Sell |
7,402
-535
| -7% | -$40.9K | 0.04% | 445 |
|
|
2021
Q1 | $832K | Sell |
7,937
-82
| -1% | -$8.6K | 0.06% | 355 |
|
|
2020
Q4 | $693K | Buy |
8,019
+367
| +5% | +$31.7K | 0.05% | 377 |
|
|
2020
Q3 | $556K | Sell |
7,652
-1,081
| -12% | -$78.5K | 0.05% | 346 |
|
|
2020
Q2 | $267K | Sell |
8,733
-3,423
| -28% | -$105K | 0.03% | 469 |
|
|
2020
Q1 | $154K | Buy |
+12,156
| New | +$154K | 0.02% | 441 |
|