Support PenkeEvernest Financial Advisors LLC
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KINS.NASDAQ | Kingstone Companies Inc | USA | Financial Services | Insurance - Property & Casualty | 2024-09-30 | 1.048 | 0.319 | 129.4k | $613.7k | $2.1m |
| |||||||||||||
| PPSI.NASDAQ | Pioneer Power Solutions Inc. | USA | Industrials | Electrical Equipment & Parts | 2024-09-30 | 0.745 | 0.104 | 82k | $105.8k | $304.2k |
|
Trades
Buys
Report date: 2024-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| KINS.NASDAQ | 129.4k | - | 999.6k | 5-12 | $16.60 | 257.0% |
| PPSI.NASDAQ | 82k | - | 369.1k | 4-5 | $3.71 | -4.0% |
Comments
How you think about this?