CT
PACW

Caldwell Trust’s PacWest Bancorp PACW Stock Holding History

Caldwell Trust’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed -$528 – 750
2022
Q4 		$528 Hold
23
– – ﹤0.01% 721
2022
Q3 		$520 Hold
23
– – ﹤0.01% 717
2022
Q2 		$613 Hold
23
– – ﹤0.01% 737
2022
Q1 		$992 Hold
23
– – ﹤0.01% 738
2021
Q4 		$1.04K Hold
23
– – ﹤0.01% 738
2021
Q3 		$1.04K Hold
23
– – ﹤0.01% 724
2021
Q2 		$947 Buy
+23
New +$984 ﹤0.01% 734

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CCMLC
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D.E. Shaw & Co
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Morgan Stanley
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Fidelity Investments
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DAM
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Qube Research & Technologies (QRT)
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