JFS Wealth Advisors’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-103
| Closed | -$2.68K | – | 2025 |
|
|
2023
Q4 | $2.68K | Buy |
103
+10
| +11% | +$260 | ﹤0.01% | 1310 |
|
|
2023
Q3 | $2.14K | Buy |
93
+31
| +50% | +$712 | ﹤0.01% | 1337 |
|
|
2023
Q2 | $1.49K | Buy |
62
+46
| +288% | +$1.11K | ﹤0.01% | 1494 |
|
|
2023
Q1 | $475 | Sell |
16
-77
| -83% | -$2.29K | ﹤0.01% | 1727 |
|
|
2022
Q4 | $2.76K | Buy |
93
+6
| +7% | +$178 | ﹤0.01% | 1244 |
|
|
2022
Q3 | $2K | Buy |
87
+35
| +67% | +$805 | ﹤0.01% | 1370 |
|
|
2022
Q2 | $2K | Sell |
52
-9
| -15% | -$346 | ﹤0.01% | 1366 |
|
|
2022
Q1 | $3K | Buy |
61
+35
| +135% | +$1.72K | ﹤0.01% | 1294 |
|
|
2021
Q4 | $1K | Sell |
26
-457
| -95% | -$17.6K | ﹤0.01% | 1504 |
|
|
2021
Q3 | $35K | Hold |
483
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $37K | Hold |
483
| – | – | 0.01% | 302 |
|
|
2021
Q1 | $51K | Hold |
483
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $42K | Buy |
+483
| New | +$42K | 0.01% | 264 |
|