MWP
MYCIO Wealth Partners’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,293
| Closed | -$1.76M | – | 278 |
|
|
2019
Q4 | $1.76M | Sell |
22,293
-58
| -0.3% | -$4.59K | 0.11% | 79 |
|
|
2019
Q3 | $1.57M | Sell |
22,351
-21,835
| -49% | -$1.53M | 0.12% | 79 |
|
|
2019
Q2 | $3.17M | Hold |
44,186
| – | – | 0.25% | 47 |
|
|
2019
Q1 | $3.01M | Buy |
44,186
+21,893
| +98% | +$1.49M | 0.25% | 46 |
|
|
2018
Q4 | $1.27M | Hold |
22,293
| – | – | 0.12% | 79 |
|
|
2018
Q3 | $1.52M | Hold |
22,293
| – | – | 0.15% | 66 |
|
|
2018
Q2 | $1.38M | Hold |
22,293
| – | – | 0.14% | 70 |
|
|
2018
Q1 | $1.48M | Hold |
22,293
| – | – | 0.17% | 55 |
|
|
2017
Q4 | $1.59M | Hold |
22,293
| – | – | 0.17% | 53 |
|
|
2017
Q3 | $1.61M | Hold |
22,293
| – | – | 0.18% | 52 |
|
|
2017
Q2 | $1.47M | Sell |
22,293
-1,296
| -5% | -$85.6K | 0.17% | 57 |
|
|
2017
Q1 | $1.59M | Buy |
23,589
+1,296
| +6% | +$87.1K | 0.19% | 54 |
|
|
2016
Q4 | $1.43M | Hold |
22,293
| – | – | 0.19% | 54 |
|
|
2016
Q3 | $1.31M | Hold |
22,293
| – | – | 0.22% | 44 |
|
|
2016
Q2 | $1.16M | Hold |
22,293
| – | – | 0.2% | 47 |
|
|
2016
Q1 | $1.22M | Hold |
22,293
| – | – | 0.22% | 47 |
|
|
2015
Q4 | $1.06M | Hold |
22,293
| – | – | 0.19% | 53 |
|
|
2015
Q3 | $1.16M | Hold |
22,293
| – | – | 0.24% | 38 |
|
|
2015
Q2 | $1.42M | Buy |
22,293
+400
| +2% | +$25.5K | 0.28% | 34 |
|
|
2015
Q1 | $1.38M | Hold |
21,893
| – | – | 0.28% | 32 |
|
|
2014
Q4 | $1.49M | Hold |
21,893
| – | – | 0.31% | 34 |
|
|
2014
Q3 | $1.25M | Hold |
21,893
| – | – | 0.29% | 38 |
|
|
2014
Q2 | $1.38M | Hold |
21,893
| – | – | 0.31% | 34 |
|
|
2014
Q1 | $1.48M | Hold |
21,893
| – | – | 0.36% | 31 |
|
|
2013
Q4 | $1.3M | Hold |
21,893
| – | – | 0.32% | 34 |
|
|
2013
Q3 | $1.22M | Hold |
21,893
| – | – | 0.33% | 31 |
|
|
2013
Q2 | $1.18M | Buy |
+21,893
| New | +$1.18M | 0.33% | 31 |
|