Shelton Capital Management’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $644K | Hold |
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|
2023
Q1 | $521K | Hold |
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|
2022
Q4 | $416K | Hold |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $538K | Hold |
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|
2021
Q3 | $499K | Hold |
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|
2021
Q2 | $513K | Hold |
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|
2021
Q1 | $506K | Hold |
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|
2020
Q4 | $327K | Hold |
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|
2020
Q3 | $364K | Hold |
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|
2020
Q2 | $335K | Sell |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $336K | Buy |
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