Total Clarity Wealth Management’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,621
| Closed | -$211K | – | 325 |
|
2025
Q1 | $211K | Hold |
10,621
| – | – | 0.07% | 244 |
|
2024
Q4 | $211K | Buy |
+10,621
| New | +$211K | 0.07% | 244 |
|
2024
Q3 | – | Sell |
-26,902
| Closed | -$521K | – | 277 |
|
2024
Q2 | $521K | Sell |
26,902
-29,771
| -53% | -$576K | 0.18% | 129 |
|
2024
Q1 | $1.03M | Buy |
56,673
+32,211
| +132% | +$587K | 0.36% | 83 |
|
2023
Q4 | $637K | Buy |
24,462
+7,099
| +41% | +$185K | 0.26% | 110 |
|
2023
Q3 | $398K | Buy |
17,363
+1,647
| +10% | +$37.8K | 0.19% | 132 |
|
2023
Q2 | $378K | Sell |
15,716
-14,012
| -47% | -$337K | 0.19% | 131 |
|
2023
Q1 | $882K | Buy |
+29,728
| New | +$882K | 0.48% | 55 |
|
2022
Q3 | – | Sell |
-250
| Closed | -$8K | – | 767 |
|
2022
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 724 |
|