Financial Architects (New Jersey)’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,455
| Closed | -$48K | – | 1297 |
|
2018
Q3 | $48K | Hold |
1,455
| – | – | 0.01% | 557 |
|
2018
Q2 | $49K | Buy |
+1,455
| New | +$49K | 0.01% | 580 |
|
2017
Q1 | – | Sell |
-400
| Closed | -$6K | – | 1501 |
|
2016
Q4 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 1107 |
|
2015
Q3 | – | Sell |
-4,475
| Closed | -$82K | – | 691 |
|
2015
Q2 | $82K | Buy |
4,475
+725
| +19% | +$13.3K | 0.03% | 336 |
|
2015
Q1 | $59K | Buy |
+3,750
| New | +$59K | 0.02% | 374 |
|