BerganKDV 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
Q2 | – | Sell |
-41
| Closed | -$5.85K | – | 1017 |
|
|
2023
Q1 | $5.85K | Hold |
41
| – | – | ﹤0.01% | 671 |
|
|
2022
Q4 | $4.73K | Hold |
41
| – | – | ﹤0.01% | 679 |
|
|
2022
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 721 |
|
|
2022
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 740 |
|
|
2022
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 765 |
|
|
2021
Q4 | $4K | Buy |
41
+1
| +3% | +$98 | ﹤0.01% | 825 |
|
|
2021
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 786 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 775 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 746 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 792 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 774 |
|