Avantax Planning Partners’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-515
| Closed | -$25K | – | 1270 |
|
|
2018
Q3 | $25K | Buy |
+515
| New | +$25K | ﹤0.01% | 652 |
|
|
2018
Q2 | – | Sell |
-4,929
| Closed | -$245K | – | 1578 |
|
|
2018
Q1 | $245K | Sell |
4,929
-295
| -6% | -$14.7K | 0.02% | 266 |
|
|
2017
Q4 | $263K | Sell |
5,224
-110
| -2% | -$5.54K | 0.02% | 247 |
|
|
2017
Q3 | $269K | Sell |
5,334
-262
| -5% | -$13.2K | 0.02% | 300 |
|
|
2017
Q2 | $261K | Buy |
5,596
+276
| +5% | +$12.9K | 0.02% | 276 |
|
|
2017
Q1 | $283K | Hold |
5,320
| – | – | 0.03% | 250 |
|
|
2016
Q4 | $290K | Buy |
+5,320
| New | +$290K | 0.03% | 232 |
|