Alera Investment Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,826
| Closed | -$646K | – | 179 |
|
|
2023
Q1 | $646K | Sell |
8,826
-1,338
| -13% | -$97.9K | 0.15% | 86 |
|
|
2022
Q4 | $671K | Sell |
10,164
-381
| -4% | -$25.1K | 0.16% | 80 |
|
|
2022
Q3 | $589K | Buy |
10,545
+247
| +2% | +$13.8K | 0.17% | 86 |
|
|
2022
Q2 | $565K | Sell |
10,298
-423
| -4% | -$23.2K | 0.16% | 97 |
|
|
2022
Q1 | $630K | Buy |
+10,721
| New | +$630K | 0.14% | 105 |
|
|
2019
Q2 | – | Sell |
-270
| Closed | -$12K | – | 738 |
|
|
2019
Q1 | $12K | Buy |
270
+51
| +23% | +$2.27K | 0.01% | 424 |
|
|
2018
Q4 | $8K | Buy |
+219
| New | +$8K | ﹤0.01% | 498 |
|