TFO Wealth 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 |
-12
| Closed | -$1.49K | – | 567 |
|
2024
Q1 | $1.49K | Sell |
12
-2
| -14% | -$248 | ﹤0.01% | 129 |
|
2023
Q4 | $1.37K | Hold |
14
| – | – | ﹤0.01% | 163 |
|
2023
Q3 | $1.17K | Buy |
14
+2
| +17% | +$167 | ﹤0.01% | 258 |
|
2023
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 206 |
|
2023
Q1 | $878 | Sell |
12
-111
| -90% | -$8.12K | ﹤0.01% | 175 |
|
2022
Q4 | $7.64K | Buy |
+123
| New | +$7.64K | ﹤0.01% | 133 |
|
2022
Q3 | – | Sell |
-113
| Closed | -$6K | – | 390 |
|
2022
Q2 | $6K | Buy |
+113
| New | +$6K | ﹤0.01% | 197 |
|