Ropes Wealth Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $83K | Sell |
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|
2020
Q3 | $146K | Buy |
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|
2020
Q2 | $81K | Buy |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $10K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $23K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2K | Sell |
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|
2015
Q4 | $72K | Buy |
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