Polaris Wealth Advisory Group’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $994K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $937K | Sell |
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|
2022
Q4 | $777K | Sell |
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|
2022
Q3 | $620K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $892K | Sell |
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|
2021
Q4 | $1.46M | Hold |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $958K | Sell |
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|
2021
Q1 | $945K | Sell |
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|
2020
Q4 | $765K | Sell |
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|
2020
Q3 | $925K | Sell |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $785K | Buy |
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|
2019
Q4 | $758K | Sell |
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|
2019
Q3 | $654K | Hold |
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|
2019
Q2 | $775K | Hold |
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|
2019
Q1 | $693K | Hold |
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|
2018
Q4 | $590K | Hold |
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|
2018
Q3 | $723K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $558K | Buy |
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|
2017
Q4 | $392K | Buy |
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