SkyOak Wealth’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
Q3 | – | Sell |
-2,486
| Closed | -$370K | – | 254 |
|
2024
Q2 | $370K | Sell |
2,486
-175
| -7% | -$26.1K | 0.09% | 142 |
|
2024
Q1 | $431K | Buy |
2,661
+111
| +4% | +$18K | 0.1% | 137 |
|
2023
Q4 | $409K | Buy |
2,550
+80
| +3% | +$12.8K | 0.11% | 138 |
|
2023
Q3 | $413K | Buy |
+2,470
| New | +$413K | 0.12% | 127 |
|