Balasa Dinverno & Foltz’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,103
| Closed | -$304K | – | 342 |
|
|
2021
Q2 | $304K | Sell |
5,103
-288
| -5% | -$17.2K | 0.02% | 255 |
|
|
2021
Q1 | $334K | Sell |
5,391
-162
| -3% | -$10K | 0.03% | 226 |
|
|
2020
Q4 | $319K | Buy |
5,553
+75
| +1% | +$4.31K | 0.03% | 219 |
|
|
2020
Q3 | $311K | Buy |
5,478
+961
| +21% | +$54.6K | 0.03% | 202 |
|
|
2020
Q2 | $225K | Buy |
+4,517
| New | +$225K | 0.03% | 210 |
|