Concert Wealth Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,143
| Closed | -$316K | – | 100 |
|
|
2017
Q2 | $316K | Sell |
7,143
-4,161
| -37% | -$184K | 0.31% | 98 |
|
|
2017
Q1 | $481K | Sell |
11,304
-264
| -2% | -$11.2K | 0.11% | 256 |
|
|
2016
Q4 | $492K | Sell |
11,568
-9,272
| -44% | -$394K | 0.11% | 255 |
|
|
2016
Q3 | $820K | Sell |
20,840
-232
| -1% | -$9.13K | 0.1% | 257 |
|
|
2016
Q2 | $725K | Sell |
21,072
-1,949
| -8% | -$67.1K | 0.1% | 260 |
|
|
2016
Q1 | $838K | Sell |
23,021
-973
| -4% | -$35.4K | 0.11% | 229 |
|
|
2015
Q4 | $758K | Buy |
23,994
+759
| +3% | +$24K | 0.1% | 253 |
|
|
2015
Q3 | $808K | Sell |
23,235
-1,934
| -8% | -$67.3K | 0.11% | 241 |
|
|
2015
Q2 | $1.07M | Buy |
25,169
+3,896
| +18% | +$166K | 0.14% | 186 |
|
|
2015
Q1 | $559K | Sell |
21,273
-23,355
| -52% | -$614K | 0.16% | 182 |
|
|
2014
Q4 | $2.02M | Buy |
44,628
+37,059
| +490% | +$1.68M | 0.31% | 75 |
|
|
2014
Q3 | $287K | Buy |
7,569
+202
| +3% | +$7.66K | 0.04% | 400 |
|
|
2014
Q2 | $295K | Buy |
7,367
+2,073
| +39% | +$83K | 0.04% | 419 |
|
|
2014
Q1 | $234K | Buy |
+5,294
| New | +$234K | 0.03% | 468 |
|