SFA
Source Financial Advisors’s PENN Entertainment PENN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-129,977
| Closed | -$3.38M | – | 125 |
|
|
2023
Q4 | $3.38M | Sell |
129,977
-192,656
| -60% | -$5.01M | 1.05% | 21 |
|
|
2023
Q3 | $7.4M | Buy |
322,633
+294,845
| +1,061% | +$6.77M | 2.5% | 9 |
|
|
2023
Q2 | $668K | Hold |
27,788
| – | – | 0.22% | 64 |
|
|
2023
Q1 | $824K | Hold |
27,788
| – | – | 0.28% | 58 |
|
|
2022
Q4 | $825K | Sell |
27,788
-43
| -0.2% | -$1.28K | 0.31% | 58 |
|
|
2022
Q3 | $765K | Buy |
27,831
+26
| +0.1% | +$715 | 0.3% | 60 |
|
|
2022
Q2 | $846K | Buy |
+27,805
| New | +$846K | 0.33% | 57 |
|