Integrated Wealth Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-342
| Closed | -$13K | – | 784 |
|
|
2016
Q3 | $13K | Hold |
342
| – | – | ﹤0.01% | 708 |
|
|
2016
Q2 | $12K | Hold |
342
| – | – | ﹤0.01% | 717 |
|
|
2016
Q1 | $12K | Hold |
342
| – | – | 0.01% | 665 |
|
|
2015
Q4 | $11K | Sell |
342
-818
| -71% | -$26.3K | ﹤0.01% | 747 |
|
|
2015
Q3 | $40K | Hold |
1,160
| – | – | 0.02% | 425 |
|
|
2015
Q2 | $49K | Hold |
1,160
| – | – | 0.02% | 398 |
|
|
2015
Q1 | $48K | Buy |
+1,160
| New | +$48K | 0.02% | 399 |
|