BHWA
Beacon Harbor Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-52,451
| Closed | -$5.4M | – | 78 |
|
|
2024
Q2 | $5.4M | Buy |
52,451
+600
| +1% | +$61.8K | 1.4% | 39 |
|
|
2024
Q1 | $6.42M | Sell |
51,851
-5,655
| -10% | -$701K | 1.7% | 21 |
|
|
2023
Q4 | $5.62M | Buy |
57,506
+561
| +1% | +$54.8K | 1.63% | 25 |
|
|
2023
Q3 | $4.84M | Sell |
56,945
-1,544
| -3% | -$131K | 1.61% | 27 |
|
|
2023
Q2 | $4.89M | Buy |
58,489
+2,328
| +4% | +$195K | 1.6% | 32 |
|
|
2023
Q1 | $4.11M | Buy |
+56,161
| New | +$4.11M | 1.44% | 40 |
|