Montag & Associates’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 |
-1,000
| Closed | -$29.7K | – | 932 |
|
|
2023
Q1 | $29.7K | Hold |
1,000
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $29.7K | Sell |
1,000
-250
| -20% | -$7.43K | ﹤0.01% | 617 |
|
|
2022
Q3 | $34K | Buy |
1,250
+1,000
| +400% | +$27.2K | ﹤0.01% | 594 |
|
|
2022
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 713 |
|
|
2022
Q1 | $11K | Sell |
250
-108
| -30% | -$4.75K | ﹤0.01% | 715 |
|
|
2021
Q4 | $19K | Hold |
358
| – | – | ﹤0.01% | 681 |
|
|
2021
Q3 | $26K | Buy |
358
+108
| +43% | +$7.84K | ﹤0.01% | 645 |
|
|
2021
Q2 | $19K | Hold |
250
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $26K | Buy |
+250
| New | +$26K | ﹤0.01% | 637 |
|