EWA
PACW
EP Wealth Advisors’s PacWest Bancorp PACW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,359
| Closed | -$314K | – | 346 |
|
|
2019
Q1 | $314K | Sell |
8,359
-3,330
| -28% | -$125K | 0.03% | 203 |
|
|
2018
Q4 | $389K | Buy |
11,689
+3,762
| +47% | +$125K | 0.03% | 191 |
|
|
2018
Q3 | $378K | Buy |
7,927
+613
| +8% | +$29.2K | 0.03% | 197 |
|
|
2018
Q2 | $361K | Hold |
7,314
| – | – | 0.03% | 141 |
|
|
2018
Q1 | $362K | Buy |
7,314
+636
| +10% | +$31.5K | 0.04% | 142 |
|
|
2017
Q4 | $337K | Buy |
+6,678
| New | +$337K | 0.04% | 134 |
|