Glassman Wealth Services’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38
| Closed | -$9.56K | – | 1358 |
|
|
2023
Q4 | $9.56K | Hold |
38
| – | – | ﹤0.01% | 899 |
|
|
2023
Q3 | $9.19K | Buy |
38
+2
| +6% | +$484 | ﹤0.01% | 880 |
|
|
2023
Q2 | $12.4K | Hold |
36
| – | – | ﹤0.01% | 759 |
|
|
2023
Q1 | $10K | Hold |
36
| – | – | ﹤0.01% | 822 |
|
|
2022
Q4 | $8.01K | Buy |
36
+4
| +13% | +$890 | ﹤0.01% | 894 |
|
|
2022
Q3 | $6K | Sell |
32
-10
| -24% | -$1.88K | ﹤0.01% | 955 |
|
|
2022
Q2 | $5K | Buy |
42
+39
| +1,300% | +$4.64K | ﹤0.01% | 1016 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1458 |
|