WR Wealth Planners’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.83K | Buy |
56
+10
| +22% | +$1.04K | ﹤0.01% | 670 |
|
|
2024
Q3 | $4.54K | Hold |
46
| – | – | ﹤0.01% | 761 |
|
|
2024
Q2 | $4.74K | Buy |
46
+15
| +48% | +$1.54K | ﹤0.01% | 728 |
|
|
2024
Q1 | $3.84K | Buy |
+31
| New | +$3.84K | ﹤0.01% | 767 |
|
|
2023
Q4 | – | Sell |
-45
| Closed | -$3.83K | – | 654 |
|
|
2023
Q3 | $3.83K | Hold |
45
| – | – | ﹤0.01% | 708 |
|
|
2023
Q2 | $3.76K | Buy |
+45
| New | +$3.76K | ﹤0.01% | 718 |
|