SIS
Sound Income Strategies’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-599
| Closed | -$59.1K | – | 1525 |
|
|
2024
Q3 | $59.1K | Sell |
599
-188
| -24% | -$18.6K | ﹤0.01% | 418 |
|
|
2024
Q2 | $81K | Hold |
787
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $97.5K | Hold |
787
| – | – | 0.01% | 315 |
|
|
2023
Q4 | $76.9K | Buy |
787
+150
| +24% | +$14.6K | 0.01% | 333 |
|
|
2023
Q3 | $54.2K | Hold |
637
| – | – | ﹤0.01% | 296 |
|
|
2023
Q2 | $53.3K | Hold |
637
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $46.6K | Buy |
637
+212
| +50% | +$15.5K | 0.01% | 290 |
|
|
2022
Q4 | $42.1K | Hold |
425
| – | – | 0.01% | 278 |
|
|
2022
Q3 | $36K | Buy |
+425
| New | +$36K | 0.01% | 269 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$465 | – | 985 |
|
|
2021
Q1 | $465 | Buy |
+5
| New | +$465 | ﹤0.01% | 879 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | – | – | 756 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 758 |
|
|
2018
Q3 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 811 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 737 |
|