Global Retirement Partners’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-727
| Closed | -$19K | – | 3059 |
|
2022
Q2 | $19K | Hold |
727
| – | – | ﹤0.01% | 1375 |
|
2022
Q1 | $21K | Buy |
+727
| New | +$21K | ﹤0.01% | 1337 |
|
2021
Q4 | – | Sell |
-138
| Closed | -$6K | – | 1942 |
|
2021
Q3 | $6K | Buy |
+138
| New | +$6K | ﹤0.01% | 1584 |
|
2021
Q1 | – | Sell |
-147
| Closed | -$4K | – | 1923 |
|
2020
Q4 | $4K | Buy |
147
+3
| +2% | +$82 | ﹤0.01% | 1512 |
|
2020
Q3 | $2K | Hold |
144
| – | – | ﹤0.01% | 1524 |
|
2020
Q2 | $3K | Hold |
144
| – | – | ﹤0.01% | 1426 |
|
2020
Q1 | $3K | Hold |
144
| – | – | ﹤0.01% | 1373 |
|
2019
Q4 | $6K | Sell |
144
-29
| -17% | -$1.21K | ﹤0.01% | 1312 |
|
2019
Q3 | $6K | Hold |
173
| – | – | ﹤0.01% | 1276 |
|
2019
Q2 | $7K | Hold |
173
| – | – | ﹤0.01% | 1220 |
|
2019
Q1 | $7K | Hold |
173
| – | – | ﹤0.01% | 1171 |
|
2018
Q4 | $6K | Sell |
173
-967
| -85% | -$33.5K | ﹤0.01% | 1135 |
|
2018
Q3 | $54K | Sell |
1,140
-185
| -14% | -$8.76K | 0.01% | 544 |
|
2018
Q2 | $65K | Sell |
1,325
-151
| -10% | -$7.41K | 0.02% | 480 |
|
2018
Q1 | $73K | Buy |
1,476
+67
| +5% | +$3.31K | 0.02% | 440 |
|
2017
Q4 | $71K | Buy |
1,409
+144
| +11% | +$7.26K | 0.02% | 427 |
|
2017
Q3 | $64K | Hold |
1,265
| – | – | 0.03% | 393 |
|
2017
Q2 | $59K | Hold |
1,265
| – | – | 0.03% | 386 |
|
2017
Q1 | $67K | Buy |
+1,265
| New | +$67K | 0.04% | 337 |
|