Support PenkeLYELL WEALTH MANAGEMENT, LP
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EAST.NASDAQ | Eastside Distilling Inc | USA | Consumer Defensive | Beverages - Wineries & Distilleries | 2024-06-30 | 0.121 | 0.001 | 20.1k | -$8.1k | $12k |
| |||||||||||||
| UTRS.NASDAQ | UTRS.NASDAQ | - | - | - | - | 0.033 | 0.002 | 58.7k | - | - |
Trades
Buys
Report date: 2022-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | Price Range | Price | % |
| UTRS.NASDAQ | 58.7k | - | 111.5k | 1-3 | - | - |
Sells
Report date: 2023-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| EAST.NASDAQ | -1k | -100.0 | -2k | 0-8 | $0.60 | 251.8% |
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