Cerity Partners’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,487
| Closed | -$248K | – | 535 |
|
2019
Q4 | $248K | Buy |
+6,487
| New | +$248K | 0.01% | 460 |
|
2019
Q2 | – | Sell |
-5,345
| Closed | -$201K | – | 595 |
|
2019
Q1 | $201K | Buy |
+5,345
| New | +$201K | 0.01% | 505 |
|
2018
Q4 | – | Sell |
-5,154
| Closed | -$246K | – | 569 |
|
2018
Q3 | $246K | Sell |
5,154
-679
| -12% | -$32.4K | 0.02% | 468 |
|
2018
Q2 | $288K | Buy |
5,833
+1,074
| +23% | +$53K | 0.02% | 431 |
|
2018
Q1 | $236K | Sell |
4,759
-3
| -0.1% | -$149 | 0.02% | 477 |
|
2017
Q4 | $240K | Buy |
+4,762
| New | +$240K | 0.02% | 494 |
|