Pathstone Family Office’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $271K | Buy |
+11,810
| New | +$271K | ﹤0.01% | 1357 |
|
2023
Q1 | – | Sell |
-15,860
| Closed | -$458K | – | 1419 |
|
2022
Q4 | $458K | Buy |
+15,860
| New | +$458K | ﹤0.01% | 1139 |
|
2021
Q1 | – | Sell |
-100
| Closed | -$9K | – | 1140 |
|
2020
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 882 |
|
2020
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 639 |
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 606 |
|
2020
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 727 |
|