MYCIO Wealth Partners’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-33,440
| Closed | -$1.76M | – | 280 |
|
|
2019
Q4 | $1.76M | Sell |
33,440
-87
| -0.3% | -$4.47K | 0.12% | 81 |
|
|
2019
Q3 | $1.56M | Sell |
33,527
-32,752
| -49% | -$1.49M | 0.12% | 79 |
|
|
2019
Q2 | $3.17M | Hold |
66,279
| – | – | 0.25% | 47 |
|
|
2019
Q1 | $3.01M | Buy |
66,279
+32,839
| +98% | +$1.43M | 0.25% | 46 |
|
|
2018
Q4 | $1.27M | Hold |
33,440
| – | – | 0.12% | 79 |
|
|
2018
Q3 | $1.52M | Hold |
33,440
| – | – | 0.15% | 66 |
|
|
2018
Q2 | $1.38M | Hold |
33,440
| – | – | 0.14% | 70 |
|
|
2018
Q1 | $1.48M | Hold |
33,440
| – | – | 0.17% | 55 |
|
|
2017
Q4 | $1.58M | Hold |
33,440
| – | – | 0.17% | 53 |
|
|
2017
Q3 | $1.61M | Hold |
33,440
| – | – | 0.18% | 54 |
|
|
2017
Q2 | $1.47M | Sell |
33,440
-1,944
| -5% | -$84K | 0.17% | 58 |
|
|
2017
Q1 | $1.58M | Buy |
35,384
+1,944
| +6% | +$87.6K | 0.19% | 54 |
|
|
2016
Q4 | $1.43M | Hold |
33,440
| – | – | 0.19% | 54 |
|
|
2016
Q3 | $1.31M | Hold |
33,440
| – | – | 0.22% | 44 |
|
|
2016
Q2 | $1.16M | Hold |
33,440
| – | – | 0.2% | 47 |
|
|
2016
Q1 | $1.22M | Hold |
33,440
| – | – | 0.22% | 47 |
|
|
2015
Q4 | $1.06M | Hold |
33,440
| – | – | 0.19% | 53 |
|
|
2015
Q3 | $1.16M | Hold |
33,440
| – | – | 0.24% | 38 |
|
|
2015
Q2 | $1.42M | Buy |
33,440
+600
| +2% | +$25.9K | 0.28% | 34 |
|
|
2015
Q1 | $1.38M | Hold |
32,840
| – | – | 0.28% | 32 |
|
|
2014
Q4 | $1.49M | Hold |
32,840
| – | – | 0.31% | 34 |
|
|
2014
Q3 | $1.25M | Hold |
32,840
| – | – | 0.29% | 38 |
|
|
2014
Q2 | $1.38M | Hold |
32,840
| – | – | 0.31% | 34 |
|
|
2014
Q1 | $1.48M | Hold |
32,840
| – | – | 0.36% | 31 |
|
|
2013
Q4 | $1.29M | Hold |
32,840
| – | – | 0.32% | 34 |
|
|
2013
Q3 | $1.22M | Hold |
32,840
| – | – | 0.33% | 31 |
|
|
2013
Q2 | $1.18M | Buy |
+32,840
| New | +$1.13M | 0.33% | 31 |
|
Other funds holding PCAR
FMI