RWA
Ropes Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,393
| Closed | -$200K | – | 271 |
|
|
2023
Q2 | $200K | Buy |
+2,393
| New | +$200K | 0.03% | 271 |
|
|
2021
Q1 | – | Sell |
-966
| Closed | -$83K | – | 621 |
|
|
2020
Q4 | $83K | Sell |
966
-741
| -43% | -$63.7K | 0.01% | 331 |
|
|
2020
Q3 | $146K | Buy |
1,707
+626
| +58% | +$53.5K | 0.03% | 228 |
|
|
2020
Q2 | $81K | Buy |
1,081
+931
| +621% | +$69.8K | 0.02% | 273 |
|
|
2020
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 429 |
|
|
2019
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 472 |
|
|
2019
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 477 |
|
|
2019
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 454 |
|
|
2018
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 432 |
|
|
2018
Q3 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 463 |
|
|
2016
Q4 | – | Sell |
-395
| Closed | -$23K | – | 503 |
|
|
2016
Q3 | $23K | Buy |
+395
| New | +$23K | 0.01% | 347 |
|
|
2016
Q2 | – | Sell |
-31
| Closed | -$2K | – | 518 |
|
|
2016
Q1 | $2K | Sell |
31
-1,479
| -98% | -$95.4K | ﹤0.01% | 388 |
|
|
2015
Q4 | $72K | Buy |
+1,510
| New | +$72K | 0.03% | 222 |
|