Kingswood Wealth Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,071
| Closed | -$796K | – | 874 |
|
|
2024
Q3 | $796K | Sell |
8,071
-695
| -8% | -$68.6K | 0.06% | 345 |
|
|
2024
Q2 | $902K | Buy |
8,766
+214
| +3% | +$22K | 0.08% | 254 |
|
|
2024
Q1 | $1.06M | Sell |
8,552
-70
| -0.8% | -$8.67K | 0.12% | 191 |
|
|
2023
Q4 | $842K | Buy |
8,622
+403
| +5% | +$39.4K | 0.1% | 229 |
|
|
2023
Q3 | $699K | Buy |
+8,219
| New | +$699K | 0.12% | 195 |
|