Alterna Wealth Management’s Penske Automotive Group PAG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,644
| Closed | -$274K | – | 101 |
|
2023
Q2 | $274K | Sell |
1,644
-36
| -2% | -$6K | 0.32% | 61 |
|
2023
Q1 | $238K | Sell |
1,680
-313
| -16% | -$44.4K | 0.3% | 68 |
|
2022
Q4 | $229K | Buy |
+1,993
| New | +$229K | 0.26% | 77 |
|
2022
Q2 | – | Sell |
-2,398
| Closed | -$225K | – | 123 |
|
2022
Q1 | $225K | Buy |
2,398
+422
| +21% | +$39.6K | 0.19% | 106 |
|
2021
Q4 | $212K | Buy |
+1,976
| New | +$212K | 0.18% | 96 |
|