Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,216
| Closed | -$19K | – | 563 |
|
|
2022
Q1 | $19K | Buy |
+11,216
| New | +$19K | ﹤0.01% | 577 |
|
|
2020
Q4 | – | Sell |
-140
| Closed | -$7K | – | 1751 |
|
|
2020
Q3 | $7K | Sell |
140
-10
| -7% | -$500 | ﹤0.01% | 1126 |
|
|
2020
Q2 | $6K | Buy |
150
+10
| +7% | +$400 | ﹤0.01% | 1390 |
|
|
2020
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 1261 |
|
|
2019
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 1110 |
|
|
2019
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 1100 |
|
|
2018
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 1131 |
|
|
2018
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 1039 |
|
|
2018
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 1082 |
|
|
2017
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 919 |
|
|
2017
Q3 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 790 |
|