Atwood & Palmer’s PacWest Bancorp PACW Stock Holding History

Atwood & Palmer’s Portfolio PACW Stock Details PACW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$7.91K	–	444
2023 Q3	$7.91K	Hold	1,000	–	–	﹤0.01%	317
2023 Q2	$8.15K	Sell	1,000 -2,000	-67%	-$16.3K	﹤0.01%	322
2023 Q1	$29.2K	Hold	3,000	–	–	﹤0.01%	238
2022 Q4	$68.9K	Sell	3,000 -300	-9%	-$6.89K	0.01%	195
2022 Q3	$75K	Hold	3,300	–	–	0.01%	186
2022 Q2	$88K	Buy	3,300 +300	+10%	+$8K	0.01%	178
2022 Q1	$129K	Hold	3,000	–	–	0.01%	157
2021 Q4	$136K	Hold	3,000	–	–	0.01%	162
2021 Q3	$136K	Hold	3,000	–	–	0.01%	162
2021 Q2	$123K	Sell	3,000 -2,000	-40%	-$82K	0.01%	173
2021 Q1	$191K	Hold	5,000	–	–	0.02%	144
2020 Q4	$127K	Hold	5,000	–	–	0.01%	161
2020 Q3	$85K	Sell	5,000 -200	-4%	-$3.4K	0.01%	168
2020 Q2	$102K	Hold	5,200	–	–	0.01%	158
2020 Q1	$93K	Hold	5,200	–	–	0.01%	154
2019 Q4	$199K	Sell	5,200 -50	-1%	-$1.91K	0.03%	121
2019 Q3	$191K	Hold	5,250	–	–	0.03%	127
2019 Q2	$204K	Sell	5,250 -1,500	-22%	-$58.3K	0.03%	121
2019 Q1	$254K	Hold	6,750	–	–	0.04%	113
2018 Q4	$225K	Hold	6,750	–	–	0.04%	110
2018 Q3	$322K	Hold	6,750	–	–	0.04%	101
2018 Q2	$334K	Hold	6,750	–	–	0.05%	96
2018 Q1	$334K	Sell	6,750 -1,000	-13%	-$49.5K	0.05%	99
2017 Q4	$391K	Hold	7,750	–	–	0.05%	95
2017 Q3	$391K	Hold	7,750	–	–	0.06%	95
2017 Q2	$362K	Sell	7,750 -500	-6%	-$23.4K	0.06%	95
2017 Q1	$439K	Hold	8,250	–	–	0.07%	83
2016 Q4	$449K	Hold	8,250	–	–	0.08%	79
2016 Q3	$354K	Hold	8,250	–	–	0.06%	84
2016 Q2	$328K	Hold	8,250	–	–	0.06%	90
2016 Q1	$306K	Sell	8,250 -1,050	-11%	-$38.9K	0.05%	93
2015 Q4	$401K	Buy	+9,300	New	+$401K	0.08%	96
2015 Q3	–	Sell	-9,700	Closed	-$454K	–	460
2015 Q2	$454K	Hold	9,700	–	–	0.08%	98
2015 Q1	$455K	Sell	9,700 -3,561	-27%	-$167K	0.08%	99
2014 Q4	$603K	Sell	13,261 -739	-5%	-$33.6K	0.11%	81
2014 Q3	$577K	Buy	14,000 +3,500	+33%	+$144K	0.11%	87
2014 Q2	$453K	Buy	+10,500	New	+$453K	0.12%	87