Plante Moran Financial Advisors’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 |
-10
| Closed | -$297 | – | 878 |
|
|
2023
Q1 | $297 | Sell |
10
-250
| -96% | -$7.43K | ﹤0.01% | 759 |
|
|
2022
Q4 | $7.72K | Sell |
260
-17
| -6% | -$505 | ﹤0.01% | 611 |
|
|
2022
Q3 | $8K | Buy |
277
+230
| +489% | +$6.64K | ﹤0.01% | 623 |
|
|
2022
Q2 | $1K | Sell |
47
-330
| -88% | -$7.02K | ﹤0.01% | 926 |
|
|
2022
Q1 | $16K | Buy |
377
+330
| +702% | +$14K | ﹤0.01% | 537 |
|
|
2021
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 924 |
|
|
2021
Q3 | $3K | Buy |
47
+10
| +27% | +$638 | ﹤0.01% | 843 |
|
|
2021
Q2 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 860 |
|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$305K | – | 914 |
|
|
2020
Q2 | $305K | Sell |
10,000
-50
| -0.5% | -$1.53K | 0.12% | 96 |
|
|
2020
Q1 | $127K | Buy |
+10,050
| New | +$127K | 0.06% | 165 |
|
|
2019
Q1 | – | Sell |
-77
| Closed | -$1K | – | 888 |
|
|
2018
Q4 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 821 |
|
|
2014
Q3 | – | Sell |
-83
| Closed | -$1K | – | 836 |
|
|
2014
Q2 | $1K | Hold |
83
| – | – | ﹤0.01% | 803 |
|
|
2014
Q1 | $1K | Hold |
83
| – | – | ﹤0.01% | 589 |
|
|
2013
Q4 | $1K | Sell |
83
-284
| -77% | -$3.42K | ﹤0.01% | 659 |
|
|
2013
Q3 | $5K | Hold |
367
| – | – | ﹤0.01% | 474 |
|
|
2013
Q2 | $4K | Buy |
+367
| New | +$4K | ﹤0.01% | 474 |
|