Mount Yale Investment Advisors’s Penumbra PEN Stock Holding History

Mount Yale Investment Advisors’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$400K	Sell
2025 Q1	$839K	Sell
2024 Q4	$894K	Sell
2024 Q3	$733K	Sell
2024 Q2	$717K	Buy