Selective 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,500
| Closed | -$157K | – | 821 |
|
2022
Q2 | $157K | Sell |
1,500
-52
| -3% | -$5.44K | 0.06% | 168 |
|
2022
Q1 | $145K | Buy |
1,552
+1
| +0.1% | +$93 | 0.05% | 166 |
|
2021
Q4 | $166K | Hold |
1,551
| – | – | 0.07% | 142 |
|
2021
Q3 | $156K | Hold |
1,551
| – | – | 0.08% | 128 |
|
2021
Q2 | $117K | Sell |
1,551
-1,500
| -49% | -$113K | 0.09% | 100 |
|
2021
Q1 | $245K | Sell |
3,051
-599
| -16% | -$48.1K | 0.22% | 49 |
|
2020
Q4 | $217K | Buy |
3,650
+600
| +20% | +$35.7K | 0.14% | 57 |
|
2020
Q3 | $145K | Buy |
3,050
+1,000
| +49% | +$47.5K | 0.11% | 62 |
|
2020
Q2 | $79K | Buy |
+2,050
| New | +$79K | 0.07% | 84 |
|