Gradient Investments’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-146
| Closed | -$6K | – | 1287 |
|
|
2021
Q1 | $6K | Sell |
146
-45
| -24% | -$1.85K | ﹤0.01% | 869 |
|
|
2020
Q4 | $3K | Hold |
191
| – | – | ﹤0.01% | 922 |
|
|
2020
Q3 | $3K | Hold |
191
| – | – | ﹤0.01% | 927 |
|
|
2020
Q2 | $4K | Hold |
191
| – | – | ﹤0.01% | 809 |
|
|
2020
Q1 | $3K | Sell |
191
-27
| -12% | -$424 | ﹤0.01% | 885 |
|
|
2019
Q4 | $8K | Hold |
218
| – | – | ﹤0.01% | 756 |
|
|
2019
Q3 | $8K | Sell |
218
-220
| -50% | -$8.07K | ﹤0.01% | 724 |
|
|
2019
Q2 | $17K | Buy |
438
+220
| +101% | +$8.54K | ﹤0.01% | 547 |
|
|
2019
Q1 | $8K | Sell |
218
-28
| -11% | -$1.03K | ﹤0.01% | 596 |
|
|
2018
Q4 | $8K | Sell |
246
-143
| -37% | -$4.65K | ﹤0.01% | 640 |
|
|
2018
Q3 | $19K | Hold |
389
| – | – | ﹤0.01% | 514 |
|
|
2018
Q2 | $19K | Hold |
389
| – | – | ﹤0.01% | 501 |
|
|
2018
Q1 | $19K | Hold |
389
| – | – | ﹤0.01% | 491 |
|
|
2017
Q4 | $20K | Sell |
389
-139,266
| -100% | -$7.16M | ﹤0.01% | 478 |
|
|
2017
Q3 | $7.05M | Buy |
139,655
+139,406
| +55,986% | +$7.04M | 0.45% | 58 |
|
|
2017
Q2 | $12K | Sell |
249
-67
| -21% | -$3.23K | ﹤0.01% | 456 |
|
|
2017
Q1 | $17K | Sell |
316
-366
| -54% | -$19.7K | ﹤0.01% | 435 |
|
|
2016
Q4 | $37K | Sell |
682
-117,135
| -99% | -$6.35M | ﹤0.01% | 295 |
|
|
2016
Q3 | $5.06M | Buy |
117,817
+6,259
| +6% | +$269K | 0.5% | 40 |
|
|
2016
Q2 | $4.44M | Sell |
111,558
-3,921
| -3% | -$156K | 0.48% | 47 |
|
|
2016
Q1 | $4.29M | Buy |
115,479
+35,657
| +45% | +$1.32M | 0.53% | 34 |
|
|
2015
Q4 | $3.44M | Buy |
79,822
+3,230
| +4% | +$139K | 0.46% | 62 |
|
|
2015
Q3 | $3.28M | Sell |
76,592
-4,441
| -5% | -$190K | 0.47% | 54 |
|
|
2015
Q2 | $3.79M | Buy |
81,033
+4,960
| +7% | +$232K | 0.52% | 44 |
|
|
2015
Q1 | $3.57M | Buy |
+76,073
| New | +$3.57M | 0.53% | 51 |
|