WealthPLAN Partners’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,701
| Closed | -$40.9K | – | 894 |
|
|
2023
Q2 | $40.9K | Sell |
1,701
-1,315
| -44% | -$31.6K | 0.01% | 547 |
|
|
2023
Q1 | $89.5K | Buy |
+3,016
| New | +$89.5K | 0.01% | 448 |
|
|
2022
Q1 | – | Sell |
-4,733
| Closed | -$216K | – | 398 |
|
|
2021
Q4 | $216K | Buy |
4,733
+221
| +5% | +$10.1K | 0.01% | 356 |
|
|
2021
Q3 | $232K | Buy |
4,512
+742
| +20% | +$38.2K | 0.02% | 345 |
|
|
2021
Q2 | $269K | Buy |
3,770
+1,194
| +46% | +$85.2K | 0.02% | 305 |
|
|
2021
Q1 | $231K | Buy |
2,576
+342
| +15% | +$30.7K | 0.02% | 297 |
|
|
2020
Q4 | $264K | Buy |
+2,234
| New | +$264K | 0.02% | 284 |
|