Carson Wealth (CWM LLC)’s PacWest Bancorp PACW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,717
| Closed | -$93K | – | 4637 |
|
|
2023
Q3 | $93K | Buy |
11,717
+476
| +4% | +$3.78K | ﹤0.01% | 1680 |
|
|
2023
Q2 | $92K | Sell |
11,241
-778
| -6% | -$6.37K | ﹤0.01% | 1610 |
|
|
2023
Q1 | $117K | Buy |
12,019
+2,091
| +21% | +$20.4K | ﹤0.01% | 1417 |
|
|
2022
Q4 | $228K | Buy |
9,928
+470
| +5% | +$10.8K | ﹤0.01% | 1049 |
|
|
2022
Q3 | $214K | Buy |
9,458
+9,005
| +1,988% | +$204K | ﹤0.01% | 1020 |
|
|
2022
Q2 | $12K | Buy |
453
+291
| +180% | +$7.71K | ﹤0.01% | 2493 |
|
|
2022
Q1 | $7K | Buy |
162
+67
| +71% | +$2.9K | ﹤0.01% | 2708 |
|
|
2021
Q4 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 2904 |
|
|
2021
Q2 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2021
Q1 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2020
Q4 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2020
Q3 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2020
Q2 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2020
Q1 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q4 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q3 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q2 | $7K | Hold |
182
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q1 | $7K | Buy |
182
+115
| +172% | +$4.42K | ﹤0.01% | 2260 |
|
|
2018
Q4 | $2K | Buy |
67
+34
| +103% | +$1.02K | ﹤0.01% | 1805 |
|
|
2018
Q3 | $2K | Buy |
33
+6
| +22% | +$364 | ﹤0.01% | 1580 |
|
|
2018
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1627 |
|
|
2018
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1352 |
|