Wealthspire Advisors (New York)’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,231
| Closed | -$510K | – | 579 |
|
|
2021
Q1 | $510K | Buy |
8,231
+609
| +8% | +$37.7K | 0.01% | 393 |
|
|
2020
Q4 | $438K | Buy |
7,622
+1,452
| +24% | +$83.4K | 0.01% | 332 |
|
|
2020
Q3 | $351K | Buy |
+6,170
| New | +$351K | 0.02% | 217 |
|
|
2020
Q2 | – | Sell |
-5,939
| Closed | -$242K | – | 454 |
|
|
2020
Q1 | $242K | Buy |
+5,939
| New | +$242K | 0.01% | 443 |
|
|
2019
Q1 | – | Sell |
-387
| Closed | -$15K | – | 588 |
|
|
2018
Q4 | $15K | Buy |
+387
| New | +$15K | ﹤0.01% | 405 |
|