EverSource Wealth Advisors’s PacWest Bancorp PACW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-791
| Closed | -$6.26K | – | 2778 |
|
|
2023
Q3 | $6.26K | Hold |
791
| – | – | ﹤0.01% | 1607 |
|
|
2023
Q2 | $6.45K | Buy |
791
+45
| +6% | +$367 | ﹤0.01% | 1623 |
|
|
2023
Q1 | $7.26K | Buy |
746
+40
| +6% | +$389 | ﹤0.01% | 1506 |
|
|
2022
Q4 | $16.2K | Buy |
+706
| New | +$16.2K | ﹤0.01% | 1133 |
|
|
2022
Q2 | – | Sell |
-67
| Closed | -$3K | – | 1933 |
|
|
2022
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 1473 |
|
|
2021
Q4 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 1478 |
|