SWM
Sendero Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,993
| Closed | -$250K | – | 115 |
|
|
2022
Q3 | $250K | Sell |
2,993
-3,136
| -51% | -$262K | 0.1% | 83 |
|
|
2022
Q2 | $505K | Sell |
6,129
-115
| -2% | -$9.48K | 0.48% | 49 |
|
|
2022
Q1 | $550K | Buy |
6,244
+345
| +6% | +$30.4K | 0.25% | 43 |
|
|
2021
Q4 | $521K | Buy |
+5,899
| New | +$521K | 0.23% | 51 |
|