Berman Capital Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $87K | Sell |
1,676
-229
| -12% | -$11.9K | 0.01% | 484 |
|
|
2021
Q2 | $113K | Buy |
1,905
+459
| +32% | +$27.2K | 0.02% | 351 |
|
|
2021
Q1 | $89K | Buy |
1,446
+376
| +35% | +$23.1K | 0.02% | 336 |
|
|
2020
Q4 | $61K | Sell |
1,070
-79
| -7% | -$4.5K | 0.01% | 352 |
|
|
2020
Q3 | $64K | Buy |
1,149
+130
| +13% | +$7.24K | 0.02% | 291 |
|
|
2020
Q2 | $49K | Buy |
1,019
+45
| +5% | +$2.16K | 0.01% | 328 |
|
|
2020
Q1 | $38K | Buy |
974
+404
| +71% | +$15.8K | 0.01% | 350 |
|
|
2019
Q4 | $30K | Buy |
570
+1
| +0.2% | +$53 | 0.01% | 428 |
|
|
2019
Q3 | $26K | Hold |
569
| – | – | 0.01% | 436 |
|
|
2019
Q2 | $27K | Buy |
569
+116
| +26% | +$5.5K | 0.01% | 429 |
|
|
2019
Q1 | $20K | Sell |
453
-695
| -61% | -$30.7K | 0.01% | 459 |
|
|
2018
Q4 | $43K | Buy |
+1,148
| New | +$43K | 0.02% | 266 |
|