Wealthspire Advisors (Maryland)’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $358K | Buy |
+6,291
| New | +$358K | 0.01% | 322 |
|
|
2019
Q2 | – | Sell |
-3,291
| Closed | -$149K | – | 1588 |
|
|
2019
Q1 | $149K | Sell |
3,291
-32
| -1% | -$1.45K | 0.01% | 513 |
|
|
2018
Q4 | $127K | Sell |
3,323
-123
| -4% | -$4.7K | 0.01% | 530 |
|
|
2018
Q3 | $157K | Buy |
3,446
+404
| +13% | +$18.4K | 0.01% | 523 |
|
|
2018
Q2 | $126K | Sell |
3,042
-1,788
| -37% | -$74.1K | 0.01% | 610 |
|
|
2018
Q1 | $213K | Buy |
4,830
+2,565
| +113% | +$113K | 0.02% | 444 |
|
|
2017
Q4 | $107K | Buy |
2,265
+769
| +51% | +$36.3K | 0.01% | 688 |
|
|
2017
Q3 | $72K | Buy |
1,496
+14
| +0.9% | +$674 | 0.01% | 834 |
|
|
2017
Q2 | $65K | Buy |
1,482
+78
| +6% | +$3.42K | 0.01% | 849 |
|
|
2017
Q1 | $63K | Sell |
1,404
-8,135
| -85% | -$365K | 0.01% | 743 |
|
|
2016
Q4 | $406K | Sell |
9,539
-4,734
| -33% | -$201K | 0.06% | 209 |
|
|
2016
Q3 | $559K | Sell |
14,273
-468
| -3% | -$18.3K | 0.09% | 156 |
|
|
2016
Q2 | $510K | Sell |
14,741
-115
| -0.8% | -$3.98K | 0.09% | 160 |
|
|
2016
Q1 | $542K | Buy |
14,856
+816
| +6% | +$29.8K | 0.1% | 142 |
|
|
2015
Q4 | $444K | Buy |
+14,040
| New | +$444K | 0.08% | 176 |
|