Global Retirement Partners’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24K | Buy |
+36
| New | +$9.24K | ﹤0.01% | 2638 |
|
|
2024
Q4 | $3.33K | Hold |
14
| – | – | ﹤0.01% | 2876 |
|
|
2024
Q3 | $2.72K | Sell |
14
-60
| -81% | -$11.7K | ﹤0.01% | 2826 |
|
|
2024
Q2 | $13.3K | Sell |
74
-20
| -21% | -$3.6K | ﹤0.01% | 2187 |
|
|
2024
Q1 | $21K | Buy |
94
+10
| +12% | +$2.23K | ﹤0.01% | 1792 |
|
|
2023
Q4 | $22.1K | Sell |
84
-54
| -39% | -$14.2K | ﹤0.01% | 1711 |
|
|
2023
Q3 | $31.9K | Buy |
138
+7
| +5% | +$1.62K | ﹤0.01% | 1460 |
|
|
2023
Q2 | $45.1K | Buy |
131
+123
| +1,538% | +$42.3K | ﹤0.01% | 1327 |
|
|
2023
Q1 | $2.41K | Hold |
8
| – | – | ﹤0.01% | 2430 |
|
|
2022
Q4 | $1.78K | Hold |
8
| – | – | ﹤0.01% | 2400 |
|
|
2022
Q3 | $1K | Buy |
8
+3
| +60% | +$375 | ﹤0.01% | 2542 |
|
|
2022
Q2 | $1K | Buy |
5
+3
| +150% | +$600 | ﹤0.01% | 2514 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2735 |
|