KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35,786
| Closed | -$1.8M | – | 330 |
|
|
2019
Q4 | $1.8M | Sell |
35,786
-188
| -0.5% | -$9.44K | 0.1% | 137 |
|
|
2019
Q3 | $1.7M | Buy |
+35,974
| New | +$1.7M | 0.1% | 136 |
|
|
2018
Q4 | – | Sell |
-5,797
| Closed | -$275K | – | 500 |
|
|
2018
Q3 | $275K | Buy |
5,797
+1,327
| +30% | +$63K | 0.02% | 449 |
|
|
2018
Q2 | $209K | Buy |
+4,470
| New | +$209K | 0.01% | 504 |
|