Portside Wealth Group’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
2,149
-139
| -6% | -$35.7K | 0.08% | 229 |
|
|
2025
Q1 | $612K | Buy |
2,288
+210
| +10% | +$56.2K | 0.1% | 205 |
|
|
2024
Q4 | $493K | Sell |
2,078
-40
| -2% | -$9.5K | 0.08% | 228 |
|
|
2024
Q3 | $412K | Sell |
2,118
-84
| -4% | -$16.3K | 0.07% | 246 |
|
|
2024
Q2 | $396K | Buy |
+2,202
| New | +$396K | 0.08% | 238 |
|