Carroll Financial Associates’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9K | Sell |
174
-5
| -3% | -$259 | ﹤0.01% | 1200 |
|
|
2021
Q3 | $9K | Buy |
179
+5
| +3% | +$251 | ﹤0.01% | 1254 |
|
|
2021
Q2 | $10K | Buy |
174
+24
| +16% | +$1.38K | ﹤0.01% | 1295 |
|
|
2021
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q4 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 1171 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | – | – | 1342 |
|
|
2018
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1312 |
|
|
2017
Q4 | $0 | Sell |
14
-90
| -87% | – | ﹤0.01% | 1280 |
|
|
2017
Q3 | $5K | Sell |
104
-211
| -67% | -$10.1K | ﹤0.01% | 985 |
|
|
2017
Q2 | $13K | Hold |
315
| – | – | ﹤0.01% | 780 |
|
|
2017
Q1 | $14K | Hold |
315
| – | – | ﹤0.01% | 748 |
|
|
2016
Q4 | $13K | Hold |
315
| – | – | ﹤0.01% | 732 |
|
|
2016
Q3 | $12K | Hold |
315
| – | – | ﹤0.01% | 775 |
|
|
2016
Q2 | $10K | Hold |
315
| – | – | ﹤0.01% | 782 |
|
|
2016
Q1 | $11K | Sell |
315
-56
| -15% | -$1.96K | ﹤0.01% | 746 |
|
|
2015
Q4 | $11K | Hold |
371
| – | – | ﹤0.01% | 723 |
|
|
2015
Q3 | $13K | Buy |
371
+90
| +32% | +$3.15K | ﹤0.01% | 667 |
|
|
2015
Q2 | $12K | Buy |
281
+225
| +402% | +$9.61K | ﹤0.01% | 677 |
|
|
2015
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 736 |
|
|
2014
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 669 |
|
|
2014
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 755 |
|
|
2014
Q2 | $2K | Sell |
56
-112
| -67% | -$4K | ﹤0.01% | 820 |
|
|
2014
Q1 | $8K | Buy |
168
+112
| +200% | +$5.33K | ﹤0.01% | 572 |
|
|
2013
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 723 |
|
|
2013
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 695 |
|
|
2013
Q2 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 583 |
|