PWS
Paragon Wealth Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$16.8K | – | 65 |
|
|
2022
Q4 | $16.8K | Hold |
70
| – | – | 0.02% | 112 |
|
|
2022
Q3 | $12K | Buy |
+70
| New | +$12K | 0.01% | 95 |
|
|
2021
Q3 | – | Sell |
-60
| Closed | -$13K | – | 78 |
|
|
2021
Q2 | $13K | Buy |
+60
| New | +$13K | ﹤0.01% | 162 |
|
|
2020
Q1 | – | Sell |
-4,503
| Closed | -$665K | – | 15 |
|
|
2019
Q4 | $665K | Buy |
+4,503
| New | +$665K | 0.33% | 28 |
|