BWA
BDO Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $735K | Buy |
8,789
+120
| +1% | +$10K | 0.08% | 152 |
|
|
2023
Q1 | $635K | Buy |
8,669
+2,869
| +49% | +$210K | 0.08% | 152 |
|
|
2022
Q4 | $574K | Buy |
5,800
+595
| +11% | +$58.9K | 0.07% | 164 |
|
|
2022
Q3 | $436K | Buy |
+5,205
| New | +$436K | 0.06% | 179 |
|
|
2018
Q1 | – | Sell |
-165
| Closed | -$12K | – | 600 |
|
|
2017
Q4 | $12K | Sell |
165
-174
| -51% | -$12.7K | 0.01% | 326 |
|
|
2017
Q3 | $25K | Sell |
339
-36
| -10% | -$2.66K | 0.01% | 248 |
|
|
2017
Q2 | $25K | Buy |
+375
| New | +$25K | 0.01% | 285 |
|