Kestra Advisory Services’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
953
-96
| -9% | -$24.6K | ﹤0.01% | 2513 |
|
|
2025
Q1 | $281K | Buy |
+1,049
| New | +$281K | ﹤0.01% | 2212 |
|
|
2023
Q3 | – | Sell |
-825
| Closed | -$284K | – | 2201 |
|
|
2023
Q2 | $284K | Sell |
825
-726
| -47% | -$250K | ﹤0.01% | 1661 |
|
|
2023
Q1 | $432K | Buy |
+1,551
| New | +$432K | ﹤0.01% | 1353 |
|