Avantax Advisory Services’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,582
| Closed | -$147K | – | 1690 |
|
|
2023
Q3 | $147K | Buy |
+18,582
| New | +$147K | ﹤0.01% | 1463 |
|
|
2020
Q4 | – | Sell |
-10,751
| Closed | -$184K | – | 1385 |
|
|
2020
Q3 | $184K | Buy |
+10,751
| New | +$184K | ﹤0.01% | 1240 |
|
|
2020
Q1 | – | Sell |
-6,971
| Closed | -$266K | – | 909 |
|
|
2019
Q4 | $266K | Buy |
6,971
+728
| +12% | +$27.8K | 0.01% | 669 |
|
|
2019
Q3 | $226K | Buy |
6,243
+243
| +4% | +$8.8K | 0.01% | 506 |
|
|
2019
Q2 | $233K | Hold |
6,000
| – | – | 0.01% | 450 |
|
|
2019
Q1 | $226K | Sell |
6,000
-231
| -4% | -$8.7K | 0.01% | 428 |
|
|
2018
Q4 | $208K | Buy |
+6,231
| New | +$208K | 0.04% | 374 |
|