Geneos Wealth Management’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-198
| Closed | -$3K | – | 3030 |
|
|
2020
Q3 | $3K | Hold |
198
| – | – | ﹤0.01% | 2360 |
|
|
2020
Q2 | $3K | Buy |
198
+20
| +11% | +$303 | ﹤0.01% | 2320 |
|
|
2020
Q1 | $3K | Sell |
178
-918
| -84% | -$15.5K | ﹤0.01% | 2220 |
|
|
2019
Q4 | $41K | Buy |
1,096
+181
| +20% | +$6.77K | ﹤0.01% | 1358 |
|
|
2019
Q3 | $33K | Sell |
915
-185
| -17% | -$6.67K | ﹤0.01% | 1383 |
|
|
2019
Q2 | $42K | Buy |
1,100
+1,072
| +3,829% | +$40.9K | ﹤0.01% | 1288 |
|
|
2019
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2376 |
|
|
2018
Q4 | – | Sell |
-28
| Closed | -$1K | – | 2505 |
|
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 2389 |
|
|
2018
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 2238 |
|
|
2018
Q1 | $1K | Sell |
28
-40
| -59% | -$1.43K | ﹤0.01% | 2147 |
|
|
2017
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 1977 |
|
|
2017
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 1927 |
|
|
2017
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 1880 |
|
|
2017
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 1839 |
|
|
2016
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 1801 |
|
|
2016
Q3 | $2K | Buy |
68
+40
| +143% | +$1.18K | ﹤0.01% | 1830 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1786 |
|
|
2016
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1770 |
|