CPA
Clear Perspective Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-375
| Closed | -$23K | – | 353 |
|
|
2018
Q2 | $23K | Hold |
375
| – | – | 0.02% | 303 |
|
|
2018
Q1 | $25K | Sell |
375
-150
| -29% | -$10K | 0.02% | 290 |
|
|
2017
Q4 | $37K | Buy |
525
+375
| +250% | +$26.4K | 0.03% | 254 |
|
|
2017
Q3 | $11K | Hold |
150
| – | – | 0.01% | 331 |
|
|
2017
Q2 | $10K | Hold |
150
| – | – | 0.01% | 341 |
|
|
2017
Q1 | $10K | Hold |
150
| – | – | 0.01% | 318 |
|
|
2016
Q4 | $10K | Buy |
+150
| New | +$10K | 0.01% | 315 |
|