Lake Street Private Wealth’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,352
| Closed | -$254K | – | 300 |
|
|
2022
Q2 | $254K | Buy |
8,352
+225
| +3% | +$6.84K | 0.05% | 245 |
|
|
2022
Q1 | $345K | Buy |
8,127
+2,317
| +40% | +$98.4K | 0.06% | 227 |
|
|
2021
Q4 | $301K | Buy |
5,810
+280
| +5% | +$14.5K | 0.05% | 253 |
|
|
2021
Q3 | $401K | Buy |
5,530
+250
| +5% | +$18.1K | 0.1% | 162 |
|
|
2021
Q2 | $403K | Buy |
5,280
+1,010
| +24% | +$77.1K | 0.1% | 154 |
|
|
2021
Q1 | $447K | Sell |
4,270
-480
| -10% | -$50.2K | 0.12% | 149 |
|
|
2020
Q4 | $410K | Buy |
4,750
+1,115
| +31% | +$96.2K | 0.12% | 143 |
|
|
2020
Q3 | $264K | Buy |
+3,635
| New | +$264K | 0.09% | 145 |
|