Lee Financial’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$1.69K | – | 909 |
|
|
2023
Q3 | $1.69K | Hold |
7
| – | – | ﹤0.01% | 723 |
|
|
2023
Q2 | $2.41K | Hold |
7
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $1.95K | Buy |
+7
| New | +$1.95K | ﹤0.01% | 679 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | -$2K | – | 961 |
|
|
2022
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 669 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 769 |
|
|
2021
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 638 |
|
|
2021
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 605 |
|