LWM
Loveless Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $523K | Buy |
6,348
+240
| +4% | +$19.8K | 0.34% | 84 |
|
|
2022
Q1 | $538K | Hold |
6,108
| – | – | 0.3% | 91 |
|
|
2021
Q4 | $539K | Buy |
6,108
+600
| +11% | +$52.9K | 0.3% | 95 |
|
|
2021
Q3 | $435K | Hold |
5,508
| – | – | 0.26% | 103 |
|
|
2021
Q2 | $492K | Buy |
5,508
+100
| +2% | +$8.93K | 0.3% | 94 |
|
|
2021
Q1 | $503K | Buy |
5,408
+313
| +6% | +$29.1K | 0.33% | 87 |
|
|
2020
Q4 | $440K | Buy |
5,095
+175
| +4% | +$15.1K | 0.32% | 89 |
|
|
2020
Q3 | $420K | Buy |
4,920
+1,270
| +35% | +$108K | 0.35% | 79 |
|
|
2020
Q2 | $273K | Sell |
3,650
-100
| -3% | -$7.48K | 0.25% | 90 |
|
|
2020
Q1 | $229K | Hold |
3,750
| – | – | 0.27% | 84 |
|
|
2019
Q4 | $295K | Buy |
+3,750
| New | +$295K | 0.25% | 94 |
|