LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-62
| Closed | -$6K | – | 885 |
|
|
2021
Q2 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 724 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | – | – | 699 |
|
|
2019
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 721 |
|
|
2019
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 748 |
|
|
2019
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 743 |
|
|
2018
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 719 |
|
|
2018
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 668 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 651 |
|
|
2018
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 780 |
|
|
2017
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 839 |
|
|
2017
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 875 |
|
|
2014
Q1 | – | Sell |
-526
| Closed | -$31K | – | 636 |
|
|
2013
Q4 | $31K | Hold |
526
| – | – | ﹤0.01% | 434 |
|
|
2013
Q3 | $25K | Buy |
+526
| New | +$25K | ﹤0.01% | 419 |
|