LRIA
Leonard Rickey Investment Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,003
| Closed | -$206K | – | 113 |
|
|
2024
Q2 | $206K | Sell |
2,003
-55
| -3% | -$5.66K | 0.05% | 100 |
|
|
2024
Q1 | $255K | Sell |
2,058
-249
| -11% | -$30.8K | 0.07% | 79 |
|
|
2023
Q4 | $225K | Sell |
2,307
-744
| -24% | -$72.6K | 0.07% | 75 |
|
|
2023
Q3 | $259K | Sell |
3,051
-5
| -0.2% | -$425 | 0.08% | 67 |
|
|
2023
Q2 | $256K | Sell |
3,056
-14
| -0.5% | -$1.17K | 0.1% | 62 |
|
|
2023
Q1 | $225K | Buy |
3,070
+1,019
| +50% | +$74.6K | 0.09% | 61 |
|
|
2022
Q4 | $203K | Buy |
+2,051
| New | +$203K | 0.09% | 65 |
|