Madison Wealth Management’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,770
| Closed | -$230K | – | 154 |
|
|
2023
Q1 | $230K | Hold |
7,770
| – | – | 0.05% | 148 |
|
|
2022
Q4 | $231K | Sell |
7,770
-60
| -0.8% | -$1.78K | 0.05% | 144 |
|
|
2022
Q3 | $215K | Hold |
7,830
| – | – | 0.05% | 154 |
|
|
2022
Q2 | $238K | Hold |
7,830
| – | – | 0.06% | 144 |
|
|
2022
Q1 | $332K | Sell |
7,830
-125
| -2% | -$5.3K | 0.07% | 131 |
|
|
2021
Q4 | $412K | Sell |
7,955
-10,920
| -58% | -$566K | 0.08% | 118 |
|
|
2021
Q3 | $1.37M | Sell |
18,875
-16,730
| -47% | -$1.21M | 0.3% | 73 |
|
|
2021
Q2 | $2.72M | Buy |
35,605
+27,895
| +362% | +$2.13M | 0.6% | 49 |
|
|
2021
Q1 | $808K | Buy |
7,710
+100
| +1% | +$10.5K | 0.2% | 90 |
|
|
2020
Q4 | $657K | Sell |
7,610
-150
| -2% | -$13K | 0.17% | 89 |
|
|
2020
Q3 | $564K | Buy |
7,760
+60
| +0.8% | +$4.36K | 0.17% | 87 |
|
|
2020
Q2 | $235K | Buy |
+7,700
| New | +$235K | 0.08% | 115 |
|