CWP
Concord Wealth Partners’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-39
| Closed | -$3.32K | – | 968 |
|
|
2023
Q3 | $3.32K | Hold |
39
| – | – | ﹤0.01% | 786 |
|
|
2023
Q2 | $3.26K | Hold |
39
| – | – | ﹤0.01% | 795 |
|
|
2023
Q1 | $2.86K | Buy |
39
+13
| +50% | +$952 | ﹤0.01% | 761 |
|
|
2022
Q4 | $2.57K | Buy |
+26
| New | +$2.57K | ﹤0.01% | 895 |
|
|
2022
Q3 | – | Sell |
-52
| Closed | -$4K | – | 836 |
|
|
2022
Q2 | $4K | Sell |
52
-28
| -35% | -$2.15K | ﹤0.01% | 883 |
|
|
2022
Q1 | $7K | Buy |
80
+28
| +54% | +$2.45K | ﹤0.01% | 843 |
|
|
2021
Q4 | $5K | Buy |
52
+26
| +100% | +$2.5K | ﹤0.01% | 956 |
|
|
2021
Q3 | $2K | Sell |
26
-26
| -50% | -$2K | ﹤0.01% | 774 |
|
|
2021
Q2 | $5K | Sell |
52
-50
| -49% | -$4.81K | ﹤0.01% | 738 |
|
|
2021
Q1 | $9K | Buy |
+102
| New | +$9K | ﹤0.01% | 597 |
|