Support PenkeClose Balanced Portfolio A Acc
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VVV.NYSE | Valvoline Inc | USA | Consumer Cyclical | Auto & Truck Dealerships | 2024-09-30 | 0.673 | 2.566 | 872.2k | $1.1m | $32.3m |
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Trades
Reduces
Report date: 2024-03-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| VVV.NYSE | -63k | -6.7 | -2.5m | 34-45 | $37.11 | 9.6% |
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