Heron Financial Group’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 | $371K | Hold |
2,229
| – | – | 0.2% | 101 |
|
|
2023
Q1 | $316K | Sell |
2,229
-120
| -5% | -$17K | 0.17% | 105 |
|
|
2022
Q4 | $269K | Buy |
2,349
+250
| +12% | +$28.6K | 0.18% | 102 |
|
|
2022
Q3 | $207K | Hold |
2,099
| – | – | 0.13% | 128 |
|
|
2022
Q2 | $220K | Buy |
+2,099
| New | +$220K | 0.13% | 124 |
|
|
2022
Q1 | – | Sell |
-2,099
| Closed | -$218K | – | 156 |
|
|
2021
Q4 | $218K | Sell |
2,099
-180
| -8% | -$18.7K | 0.12% | 137 |
|
|
2021
Q3 | $229K | Buy |
+2,279
| New | +$229K | 0.13% | 133 |
|