North Point Portfolio Managers’s PACCAR PCAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-211,283	Closed	-$9.61M	–	82
2018 Q3	$9.61M	Sell	211,283 -10,821	-5%	-$492K	1.63%	36
2018 Q2	$9.17M	Sell	222,104 -8,539	-4%	-$353K	1.58%	37
2018 Q1	$10.2M	Buy	+230,643	New	+$10.2M	1.74%	33