CWM
PACW

Circle Wealth Management’s PacWest Bancorp PACW Stock Holding History

Circle Wealth Management’s Portfolio PACW Stock Details PACW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,328
Closed -$230K – 199
2019
Q3 		$230K Sell
6,328
-430
-6% -$15.6K 0.05% 149
2019
Q2 		$262K Sell
6,758
-691
-9% -$26.8K 0.06% 133
2019
Q1 		$280K Buy
+7,449
New +$280K 0.06% 132