Kestra Private Wealth Services’s William Penn Bancorporation Common Stock WMPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,711
| Closed | -$122K | – | 1006 |
|
|
2022
Q3 | $122K | Buy |
10,711
+20
| +0.2% | +$228 | 0.01% | 827 |
|
|
2022
Q2 | $125K | Sell |
10,691
-1,520
| -12% | -$17.8K | 0.01% | 837 |
|
|
2022
Q1 | $156K | Buy |
12,211
+19
| +0.2% | +$243 | 0.01% | 906 |
|
|
2021
Q4 | $147K | Hold |
12,192
| – | – | 0.01% | 945 |
|
|
2021
Q3 | $149K | Buy |
12,192
+192
| +2% | +$2.35K | 0.01% | 884 |
|
|
2021
Q2 | $143K | Hold |
12,000
| – | – | 0.01% | 841 |
|
|
2021
Q1 | $136K | Buy |
+12,000
| New | +$136K | 0.01% | 764 |
|