Support PenkePrivate Wealth Strategies, L.L.C.
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LCNB.NASDAQ | LCNB Corporation | USA | Financial Services | Banks - Regional | 2024-09-30 | 0.273 | 0.108 | 30.3k | $545k | $514.7k |
| |||||||||||||
| NAOV.NASDAQ | NanoVibronix Inc | USA | Healthcare | Medical Devices | 2024-06-30 | 0.03 | 0.002 | 10k | $7.5k | $6.1k |
|
Trades
Sells
Report date: 2022-12-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| NAOV.NASDAQ | -10k | -100.0 | -3.7k | 0-1 | $0.61 | 177.3% |
Adds
Report date: 2023-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LCNB.NASDAQ | 123.00 | 0.4 | 1.8k | 13-17 | $16.95 | 27.2% |
Report date: 2023-03-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LCNB.NASDAQ | 117.00 | 0.4 | 2k | 15-19 | $16.95 | 11.0% |
Report date: 2022-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LCNB.NASDAQ | 111.00 | 0.4 | 1.7k | 15-17 | $16.95 | 15.1% |
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