KSA
Ken Stern & Associates’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $405K | Hold |
5,934
| – | – | 0.18% | 75 |
|
|
2018
Q2 | $368K | Buy |
5,934
+50
| +0.8% | +$3.1K | 0.17% | 77 |
|
|
2018
Q1 | $389K | Sell |
5,884
-85
| -1% | -$5.62K | 0.17% | 71 |
|
|
2017
Q4 | $424K | Sell |
5,969
-51
| -0.8% | -$3.62K | 0.18% | 67 |
|
|
2017
Q3 | $440K | Sell |
6,020
-117
| -2% | -$8.55K | 0.19% | 64 |
|
|
2017
Q2 | $410K | Hold |
6,137
| – | – | 0.19% | 63 |
|
|
2017
Q1 | $410K | Hold |
6,137
| – | – | 0.19% | 66 |
|
|
2016
Q4 | $392K | Sell |
6,137
-51
| -0.8% | -$3.26K | 0.2% | 72 |
|
|
2016
Q3 | $364K | Hold |
6,188
| – | – | 0.25% | 55 |
|
|
2016
Q2 | $321K | Buy |
6,188
+132
| +2% | +$6.85K | 0.25% | 60 |
|
|
2016
Q1 | $331K | Buy |
6,056
+1,646
| +37% | +$90K | 0.23% | 57 |
|
|
2015
Q4 | $209K | Sell |
4,410
-693
| -14% | -$32.8K | 0.14% | 73 |
|
|
2015
Q3 | $266K | Buy |
+5,103
| New | +$266K | 0.21% | 59 |
|