Wealthspire Advisors (Maryland)’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
Q3 | $1.56M | Sell |
32,640
-45
| -0.1% | -$2.15K | 0.05% | 150 |
|
|
2020
Q2 | $1.27M | Buy |
32,685
+21
| +0.1% | +$813 | 0.09% | 133 |
|
|
2020
Q1 | $915K | Sell |
32,664
-15,979
| -33% | -$448K | 0.08% | 145 |
|
|
2019
Q4 | $2.44M | Buy |
+48,643
| New | +$2.44M | 0.16% | 86 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | – | – | 1572 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2558 |
|
|
2018
Q4 | $0 | Sell |
3
-1,202
| -100% | – | ﹤0.01% | 2531 |
|
|
2018
Q3 | $57K | Sell |
1,205
-177
| -13% | -$8.37K | ﹤0.01% | 920 |
|
|
2018
Q2 | $65K | Buy |
1,382
+5
| +0.4% | +$235 | 0.01% | 882 |
|
|
2018
Q1 | $61K | Hold |
1,377
| – | – | 0.01% | 902 |
|
|
2017
Q4 | $66K | Sell |
1,377
-173
| -11% | -$8.29K | 0.01% | 891 |
|
|
2017
Q3 | $74K | Sell |
1,550
-3
| -0.2% | -$143 | 0.01% | 823 |
|
|
2017
Q2 | $68K | Buy |
1,553
+1,223
| +371% | +$53.6K | 0.01% | 836 |
|
|
2017
Q1 | $15K | Buy |
330
+153
| +86% | +$6.96K | ﹤0.01% | 1181 |
|
|
2016
Q4 | $9K | Buy |
+177
| New | +$9K | ﹤0.01% | 1258 |
|