TWA
TCI Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-154
| Closed | -$11.3K | – | 1629 |
|
|
2023
Q1 | $11.3K | Buy |
154
+55
| +56% | +$4.03K | ﹤0.01% | 1012 |
|
|
2022
Q4 | $9.8K | Buy |
99
+2
| +2% | +$198 | ﹤0.01% | 1082 |
|
|
2022
Q3 | $8K | Buy |
97
+12
| +14% | +$990 | ﹤0.01% | 1173 |
|
|
2022
Q2 | $7K | Sell |
85
-155
| -65% | -$12.8K | ﹤0.01% | 1267 |
|
|
2022
Q1 | $21K | Buy |
240
+2
| +0.8% | +$175 | ﹤0.01% | 683 |
|
|
2021
Q4 | $21K | Buy |
238
+155
| +187% | +$13.7K | ﹤0.01% | 686 |
|
|
2021
Q3 | $7K | Sell |
83
-133
| -62% | -$11.2K | ﹤0.01% | 1362 |
|
|
2021
Q2 | $19K | Buy |
216
+24
| +13% | +$2.11K | ﹤0.01% | 615 |
|
|
2021
Q1 | $18K | Buy |
192
+67
| +54% | +$6.28K | 0.01% | 591 |
|
|
2020
Q4 | $11K | Sell |
125
-79
| -39% | -$6.95K | ﹤0.01% | 604 |
|
|
2020
Q3 | $17K | Hold |
204
| – | – | 0.01% | 464 |
|
|
2020
Q2 | $15K | Sell |
204
-16
| -7% | -$1.18K | 0.01% | 487 |
|
|
2020
Q1 | $13K | Sell |
220
-484
| -69% | -$28.6K | 0.01% | 515 |
|
|
2019
Q4 | $56K | Buy |
704
+515
| +272% | +$41K | 0.02% | 353 |
|
|
2019
Q3 | $13K | Buy |
189
+36
| +24% | +$2.48K | 0.01% | 575 |
|
|
2019
Q2 | $11K | Hold |
153
| – | – | 0.01% | 603 |
|
|
2019
Q1 | $10K | Hold |
153
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $9K | Buy |
153
+18
| +13% | +$1.06K | ﹤0.01% | 645 |
|
|
2018
Q3 | $9K | Hold |
135
| – | – | ﹤0.01% | 654 |
|
|
2018
Q2 | $8K | Buy |
135
+4
| +3% | +$237 | ﹤0.01% | 685 |
|
|
2018
Q1 | $9K | Buy |
131
+54
| +70% | +$3.71K | ﹤0.01% | 640 |
|
|
2017
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 794 |
|
|
2017
Q3 | $6K | Hold |
77
| – | – | ﹤0.01% | 703 |
|
|
2017
Q2 | $5K | Hold |
77
| – | – | ﹤0.01% | 759 |
|
|
2017
Q1 | $5K | Sell |
77
-72
| -48% | -$4.68K | ﹤0.01% | 717 |
|
|
2016
Q4 | $10K | Buy |
149
+46
| +45% | +$3.09K | 0.01% | 633 |
|
|
2016
Q3 | $6K | Buy |
103
+26
| +34% | +$1.52K | ﹤0.01% | 690 |
|
|
2016
Q2 | $4K | Hold |
77
| – | – | ﹤0.01% | 781 |
|
|
2016
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 778 |
|
|
2015
Q4 | $4K | Buy |
77
+6
| +8% | +$312 | ﹤0.01% | 753 |
|
|
2015
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 675 |
|
|
2015
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 648 |
|
|
2015
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 621 |
|
|
2014
Q4 | $5K | Hold |
71
| – | – | ﹤0.01% | 567 |
|
|
2014
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 619 |
|
|
2014
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 648 |
|
|
2014
Q1 | $5K | Hold |
71
| – | – | ﹤0.01% | 557 |
|
|
2013
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 598 |
|
|
2013
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 522 |
|
|
2013
Q2 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 492 |
|