PWAG
Polaris Wealth Advisory Group’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,248
| Closed | -$685K | – | 190 |
|
|
2021
Q3 | $685K | Buy |
+8,248
| New | +$685K | 0.04% | 111 |
|
|
2019
Q3 | – | Sell |
-365,384
| Closed | -$26.4M | – | 175 |
|
|
2019
Q2 | $26.4M | Sell |
365,384
-4,306
| -1% | -$311K | 2% | 16 |
|
|
2019
Q1 | $25.5M | Buy |
+369,690
| New | +$25.5M | 1.92% | 17 |
|
|
2018
Q4 | – | Sell |
-90
| Closed | -$6K | – | 354 |
|
|
2018
Q3 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 438 |
|
|
2018
Q2 | – | Sell |
-90
| Closed | -$6K | – | 368 |
|
|
2018
Q1 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 395 |
|