EWA
Exencial Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-60,416
| Closed | -$5.32M | – | 443 |
|
|
2022
Q1 | $5.32M | Sell |
60,416
-474
| -0.8% | -$41.7K | 0.27% | 116 |
|
|
2021
Q4 | $5.37M | Sell |
60,890
-24,927
| -29% | -$2.2M | 0.26% | 123 |
|
|
2021
Q3 | $6.77M | Buy |
+85,817
| New | +$6.77M | 0.29% | 91 |
|
|
2016
Q3 | – | Sell |
-52,265
| Closed | -$2.71M | – | 175 |
|
|
2016
Q2 | $2.71M | Buy |
52,265
+4,429
| +9% | +$230K | 1.22% | 29 |
|
|
2016
Q1 | $2.62M | Buy |
+47,836
| New | +$2.62M | 1.23% | 27 |
|