Creative Planning’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,612
| Closed | -$221K | – | 2665 |
|
|
2022
Q4 | $221K | Buy |
+9,612
| New | +$221K | ﹤0.01% | 1949 |
|
|
2018
Q4 | – | Sell |
-4,203
| Closed | -$200K | – | 1958 |
|
|
2018
Q3 | $200K | Buy |
+4,203
| New | +$200K | ﹤0.01% | 1669 |
|
|
2017
Q4 | – | Sell |
-4,404
| Closed | -$222K | – | 1992 |
|
|
2017
Q3 | $222K | Buy |
4,404
+247
| +6% | +$12.5K | ﹤0.01% | 1510 |
|
|
2017
Q2 | $194K | Buy |
4,157
+613
| +17% | +$28.6K | ﹤0.01% | 1523 |
|
|
2017
Q1 | $189K | Buy |
3,544
+1,719
| +94% | +$91.7K | ﹤0.01% | 1518 |
|
|
2016
Q4 | $99K | Buy |
1,825
+64
| +4% | +$3.47K | ﹤0.01% | 1859 |
|
|
2016
Q3 | $76K | Sell |
1,761
-13,853
| -89% | -$598K | ﹤0.01% | 2033 |
|
|
2016
Q2 | $621K | Sell |
15,614
-1,766
| -10% | -$70.2K | ﹤0.01% | 685 |
|
|
2016
Q1 | $646K | Buy |
17,380
+2,004
| +13% | +$74.5K | 0.01% | 661 |
|
|
2015
Q4 | $663K | Buy |
15,376
+13,400
| +678% | +$578K | 0.01% | 639 |
|
|
2015
Q3 | $85K | Buy |
+1,976
| New | +$85K | ﹤0.01% | 1675 |
|
|
2015
Q2 | – | Sell |
-1,155
| Closed | -$54K | – | 3063 |
|
|
2015
Q1 | $54K | Sell |
1,155
-350
| -23% | -$16.4K | ﹤0.01% | 1970 |
|
|
2014
Q4 | $68K | Sell |
1,505
-669
| -31% | -$30.2K | ﹤0.01% | 1782 |
|
|
2014
Q3 | $90K | Buy |
2,174
+47
| +2% | +$1.95K | ﹤0.01% | 1536 |
|
|
2014
Q2 | $92K | Buy |
2,127
+1,127
| +113% | +$48.7K | ﹤0.01% | 1477 |
|
|
2014
Q1 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 1892 |
|
|
2013
Q4 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 1736 |
|
|
2013
Q3 | $34K | Buy |
+1,000
| New | +$34K | ﹤0.01% | 1760 |
|