SWA
Sutton Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.6K | Buy |
325
+28
| +9% | +$2.38K | 0.01% | 312 |
|
|
2023
Q2 | $24.8K | Hold |
297
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $21.7K | Sell |
297
-1,793
| -86% | -$131K | 0.01% | 301 |
|
|
2022
Q4 | $207K | Hold |
2,090
| – | – | 0.08% | 170 |
|
|
2022
Q3 | $175K | Sell |
2,090
-4
| -0.2% | -$335 | 0.07% | 181 |
|
|
2022
Q2 | $172K | Sell |
2,094
-10
| -0.5% | -$823 | 0.07% | 183 |
|
|
2022
Q1 | $185K | Buy |
2,104
+32
| +2% | +$2.82K | 0.06% | 188 |
|
|
2021
Q4 | $183K | Hold |
2,072
| – | – | 0.06% | 189 |
|
|
2021
Q3 | $164K | Sell |
2,072
-19
| -0.9% | -$1.5K | 0.06% | 194 |
|
|
2021
Q2 | $187K | Hold |
2,091
| – | – | 0.07% | 183 |
|
|
2021
Q1 | $194K | Buy |
2,091
+15
| +0.7% | +$1.39K | 0.08% | 173 |
|
|
2020
Q4 | $179K | Hold |
2,076
| – | – | 0.08% | 171 |
|
|
2020
Q3 | $177K | Hold |
2,076
| – | – | 0.09% | 154 |
|
|
2020
Q2 | $155K | Buy |
2,076
+22
| +1% | +$1.65K | 0.08% | 161 |
|
|
2020
Q1 | $126K | Buy |
2,054
+5
| +0.2% | +$306 | 0.08% | 172 |
|
|
2019
Q4 | $162K | Hold |
2,049
| – | – | 0.08% | 174 |
|
|
2019
Q3 | $143K | Hold |
2,049
| – | – | 0.08% | 177 |
|
|
2019
Q2 | $147K | Hold |
2,049
| – | – | 0.08% | 172 |
|
|
2019
Q1 | $140K | Buy |
2,049
+14
| +0.7% | +$954 | 0.08% | 171 |
|
|
2018
Q4 | $116K | Sell |
2,035
-10
| -0.5% | -$571 | 0.08% | 179 |
|
|
2018
Q3 | $139K | Hold |
2,045
| – | – | 0.09% | 166 |
|
|
2018
Q2 | $127K | Hold |
2,045
| – | – | 0.09% | 178 |
|
|
2018
Q1 | $135K | Hold |
2,045
| – | – | 0.1% | 167 |
|
|
2017
Q4 | $145K | Hold |
2,045
| – | – | 0.11% | 156 |
|
|
2017
Q3 | $148K | Hold |
2,045
| – | – | 0.11% | 154 |
|
|
2017
Q2 | $135K | Buy |
2,045
+14
| +0.7% | +$925 | 0.11% | 159 |
|
|
2017
Q1 | $136K | Hold |
2,031
| – | – | 0.11% | 153 |
|
|
2016
Q4 | $130K | Hold |
2,031
| – | – | 0.12% | 153 |
|
|
2016
Q3 | $119K | Hold |
2,031
| – | – | 0.11% | 163 |
|
|
2016
Q2 | $105K | Hold |
2,031
| – | – | 0.1% | 169 |
|
|
2016
Q1 | $111K | Buy |
+2,031
| New | +$111K | 0.11% | 167 |
|