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Sage Investment Advisers’s PENN Entertainment PENN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$437K Buy
23,190
+400
+2% +$7.54K 0.46% 47
2024
Q2
$441K Sell
22,790
-1,850
-8% -$35.8K 0.5% 42
2024
Q1
$449K Sell
24,640
-7,940
-24% -$145K 0.51% 44
2023
Q4
$848K Sell
32,580
-1,700
-5% -$44.2K 1.03% 32
2023
Q3
$787K Buy
34,280
+5,608
+20% +$129K 1.08% 33
2023
Q2
$689K Sell
28,672
-1,225
-4% -$29.4K 0.92% 35
2023
Q1
$887K Buy
29,897
+1,000
+3% +$29.7K 1.19% 31
2022
Q4
$858K Sell
28,897
-1,100
-4% -$32.7K 1.22% 31
2022
Q3
$825K Buy
29,997
+725
+2% +$19.9K 1.3% 30
2022
Q2
$890K Buy
29,272
+2,800
+11% +$85.1K 1.39% 27
2022
Q1
$1.12M Buy
26,472
+200
+0.8% +$8.48K 1.49% 25
2021
Q4
$1.36M Buy
+26,272
New +$1.36M 1.75% 19