TWMP
Taylor Wealth Management Partners’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-75
| Closed | -$4K | – | 96 |
|
|
2018
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 105 |
|
|
2018
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 118 |
|
|
2018
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 125 |
|
|
2018
Q1 | $5K | Sell |
75
-25
| -25% | -$1.67K | ﹤0.01% | 120 |
|
|
2017
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 136 |
|
|
2017
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 142 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 141 |
|
|
2017
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 140 |
|