Laurel Wealth Advisors (California)’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$267K | – | 723 |
|
|
2022
Q1 | $267K | Hold |
1,200
| – | – | 0.02% | 624 |
|
|
2021
Q4 | $345K | Hold |
1,200
| – | – | 0.03% | 574 |
|
|
2021
Q3 | $320K | Hold |
1,200
| – | – | 0.06% | 322 |
|
|
2021
Q2 | $329K | Hold |
1,200
| – | – | 0.04% | 378 |
|
|
2021
Q1 | $325K | Hold |
1,200
| – | – | 0.05% | 340 |
|
|
2020
Q4 | $210K | Buy |
1,200
+100
| +9% | +$17.5K | 0.03% | 415 |
|
|
2020
Q3 | $214K | Buy |
+1,100
| New | +$214K | 0.04% | 377 |
|