Sweet Financial Partners’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,844
| Closed | -$228K | – | 196 |
|
|
2024
Q1 | $228K | Buy |
+1,844
| New | +$228K | 0.05% | 179 |
|
|
2023
Q4 | – | Sell |
-2,736
| Closed | -$233K | – | 185 |
|
|
2023
Q3 | $233K | Hold |
2,736
| – | – | 0.06% | 160 |
|
|
2023
Q2 | $229K | Sell |
2,736
-2,000
| -42% | -$167K | 0.06% | 159 |
|
|
2023
Q1 | $347K | Sell |
4,736
-1
| -0% | -$73 | 0.1% | 126 |
|
|
2022
Q4 | $313K | Sell |
4,737
-56
| -1% | -$3.7K | 0.09% | 133 |
|
|
2022
Q3 | $267K | Hold |
4,793
| – | – | 0.09% | 138 |
|
|
2022
Q2 | $263K | Buy |
+4,793
| New | +$263K | 0.08% | 139 |
|