Spire Wealth Management’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $90.8K | Buy |
+354
| New | +$90.8K | ﹤0.01% | 1010 |
|
2024
Q3 | – | Sell |
-8
| Closed | -$1.44K | – | 2243 |
|
2024
Q2 | $1.44K | Sell |
8
-2
| -20% | -$360 | ﹤0.01% | 2066 |
|
2024
Q1 | $2.23K | Hold |
10
| – | – | ﹤0.01% | 2070 |
|
2023
Q4 | $2.5K | Hold |
10
| – | – | ﹤0.01% | 2103 |
|
2023
Q3 | $2.42K | Hold |
10
| – | – | ﹤0.01% | 2096 |
|
2023
Q2 | $3.44K | Buy |
+10
| New | +$3.44K | ﹤0.01% | 2086 |
|