Arkadios Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-201
| Closed | -$10K | – | 1405 |
|
|
2021
Q3 | $10K | Hold |
201
| – | – | ﹤0.01% | 1445 |
|
|
2021
Q2 | $12K | Hold |
201
| – | – | ﹤0.01% | 1482 |
|
|
2021
Q1 | $12K | Hold |
201
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q4 | $11K | Hold |
201
| – | – | ﹤0.01% | 934 |
|
|
2020
Q3 | $12.1K | Buy |
201
+51
| +34% | +$3.06K | 0.01% | 709 |
|
|
2020
Q2 | $7.71K | Sell |
150
-93
| -38% | -$4.78K | ﹤0.01% | 718 |
|
|
2020
Q1 | $9.92K | Hold |
243
| – | – | 0.01% | 637 |
|
|
2019
Q4 | $12.1K | Buy |
+243
| New | +$12.1K | 0.01% | 548 |
|