RWA Wealth Partners’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,948
| Closed | -$700K | – | 571 |
|
|
2024
Q4 | $700K | Sell |
2,948
-877
| -23% | -$208K | 0.01% | 374 |
|
|
2024
Q3 | $743K | Hold |
3,825
| – | – | 0.01% | 360 |
|
|
2024
Q2 | $688K | Hold |
3,825
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $854K | Hold |
3,825
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $962K | Buy |
+3,825
| New | +$962K | 0.01% | 294 |
|