Mount Yale Investment Advisors’s Penumbra PEN Stock Holding History

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

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Bought

Maintained

Sold

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