Sterling Investment Advisors (Pennsylvania)’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,022
| Closed | -$31K | – | 384 |
|
2022
Q2 | $31K | Sell |
1,022
-255
| -20% | -$7.74K | 0.01% | 282 |
|
2022
Q1 | $54K | Buy |
1,277
+12
| +0.9% | +$507 | 0.02% | 243 |
|
2021
Q4 | $66K | Sell |
1,265
-500
| -28% | -$26.1K | 0.02% | 227 |
|
2021
Q3 | $128K | Buy |
1,765
+200
| +13% | +$14.5K | 0.04% | 173 |
|
2021
Q2 | $120K | Buy |
1,565
+265
| +20% | +$20.3K | 0.04% | 182 |
|
2021
Q1 | $136K | Hold |
1,300
| – | – | 0.04% | 164 |
|
2020
Q4 | $112K | Hold |
1,300
| – | – | 0.04% | 167 |
|
2020
Q3 | $95K | Hold |
1,300
| – | – | 0.04% | 166 |
|
2020
Q2 | $39K | Sell |
1,300
-180
| -12% | -$5.4K | 0.02% | 234 |
|
2020
Q1 | $18K | Buy |
+1,480
| New | +$18K | 0.01% | 273 |
|