Arkadios Wealth Advisors’s Penske Automotive Group PAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,386
| Closed | -$383K | – | 765 |
|
|
2023
Q4 | $383K | Sell |
2,386
-130
| -5% | -$20.9K | 0.03% | 450 |
|
|
2023
Q3 | $420K | Buy |
2,516
+623
| +33% | +$104K | 0.04% | 388 |
|
|
2023
Q2 | $315K | Buy |
1,893
+120
| +7% | +$20K | 0.04% | 432 |
|
|
2023
Q1 | $251K | Buy |
+1,773
| New | +$251K | 0.03% | 487 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | -$1K | – | 1394 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1825 |
|
|
2021
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1914 |
|