HPWM
Highland Private Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,172
| Closed | -$265K | – | 111 |
|
|
2022
Q3 | $265K | Buy |
3,172
+50
| +2% | +$4.18K | 0.04% | 147 |
|
|
2022
Q2 | $257K | Sell |
3,122
-80
| -2% | -$6.59K | 0.04% | 147 |
|
|
2022
Q1 | $282K | Sell |
3,202
-53
| -2% | -$4.67K | 0.04% | 141 |
|
|
2021
Q4 | $288K | Buy |
3,255
+113
| +4% | +$10K | 0.04% | 143 |
|
|
2021
Q3 | $248K | Sell |
3,142
-40
| -1% | -$3.16K | 0.04% | 151 |
|
|
2021
Q2 | $284K | Buy |
+3,182
| New | +$284K | 0.04% | 133 |
|
|
2020
Q1 | – | Sell |
-2,577
| Closed | -$204K | – | 128 |
|
|
2019
Q4 | $204K | Buy |
+2,577
| New | +$204K | 0.05% | 126 |
|
|
2019
Q3 | – | Sell |
-2,813
| Closed | -$202K | – | 128 |
|
|
2019
Q2 | $202K | Buy |
+2,813
| New | +$202K | 0.06% | 121 |
|
|
2018
Q1 | – | Sell |
-2,946
| Closed | -$210K | – | 141 |
|
|
2017
Q4 | $210K | Sell |
2,946
-679
| -19% | -$48.4K | 0.08% | 90 |
|
|
2017
Q3 | $262K | Buy |
3,625
+17
| +0.5% | +$1.23K | 0.11% | 74 |
|
|
2017
Q2 | $239K | Buy |
+3,608
| New | +$239K | 0.11% | 75 |
|