JFS Wealth Advisors’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$360 | – | 2007 |
|
|
2024
Q2 | $360 | Sell |
2
-3
| -60% | -$540 | ﹤0.01% | 1844 |
|
|
2024
Q1 | $1.12K | Hold |
5
| – | – | ﹤0.01% | 1633 |
|
|
2023
Q4 | $1.26K | Buy |
5
+3
| +150% | +$755 | ﹤0.01% | 1579 |
|
|
2023
Q3 | $484 | Sell |
2
-1
| -33% | -$242 | ﹤0.01% | 1753 |
|
|
2023
Q2 | $1.03K | Buy |
3
+1
| +50% | +$344 | ﹤0.01% | 1594 |
|
|
2023
Q1 | $558 | Buy |
+2
| New | +$558 | ﹤0.01% | 1709 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1887 |
|
|
2022
Q1 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 1703 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1503 |
|