CWA
Core Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-183
| Closed | -$22.7K | – | 187 |
|
|
2024
Q1 | $22.7K | Hold |
183
| – | – | 0.01% | 142 |
|
|
2023
Q4 | $17.9K | Hold |
183
| – | – | 0.01% | 147 |
|
|
2023
Q3 | $15.6K | Hold |
183
| – | – | 0.01% | 126 |
|
|
2023
Q2 | $15.3K | Hold |
183
| – | – | 0.01% | 128 |
|
|
2023
Q1 | $13.4K | Hold |
183
| – | – | 0.01% | 134 |
|
|
2022
Q4 | $12.1K | Hold |
183
| – | – | 0.01% | 148 |
|
|
2022
Q3 | $10K | Hold |
183
| – | – | 0.01% | 140 |
|
|
2022
Q2 | $10K | Hold |
183
| – | – | 0.01% | 142 |
|
|
2022
Q1 | $11K | Sell |
183
-182
| -50% | -$10.9K | 0.01% | 142 |
|
|
2021
Q4 | $21K | Hold |
365
| – | – | 0.01% | 127 |
|
|
2021
Q3 | $19K | Hold |
365
| – | – | 0.01% | 115 |
|
|
2021
Q2 | $22K | Hold |
365
| – | – | 0.01% | 99 |
|
|
2021
Q1 | $23K | Hold |
365
| – | – | 0.02% | 89 |
|
|
2020
Q4 | $21K | Hold |
365
| – | – | 0.02% | 92 |
|
|
2020
Q3 | $21K | Buy |
+365
| New | +$21K | 0.02% | 76 |
|