J.P. Morgan Private Wealth Advisors’s PacWest Bancorp PACW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,263
| Closed | -$149K | – | 1961 |
|
|
2023
Q1 | $149K | Buy |
15,263
+4,461
| +41% | +$43.4K | ﹤0.01% | 1870 |
|
|
2022
Q4 | $248K | Sell |
10,802
-1,633
| -13% | -$37.5K | ﹤0.01% | 1731 |
|
|
2022
Q3 | $281K | Sell |
12,435
-608
| -5% | -$13.7K | ﹤0.01% | 1678 |
|
|
2022
Q2 | $348K | Buy |
13,043
+1,031
| +9% | +$27.5K | ﹤0.01% | 1589 |
|
|
2022
Q1 | $518K | Buy |
12,012
+53
| +0.4% | +$2.29K | ﹤0.01% | 1520 |
|
|
2021
Q4 | $540K | Buy |
11,959
+1,965
| +20% | +$88.7K | ﹤0.01% | 1518 |
|
|
2021
Q3 | $453K | Buy |
9,994
+1,052
| +12% | +$47.7K | ﹤0.01% | 1537 |
|
|
2021
Q2 | $368K | Sell |
8,942
-2,032
| -19% | -$83.6K | ﹤0.01% | 1609 |
|
|
2021
Q1 | $419K | Buy |
10,974
+596
| +6% | +$22.8K | ﹤0.01% | 1391 |
|
|
2020
Q4 | $264K | Buy |
10,378
+166
| +2% | +$4.22K | ﹤0.01% | 1550 |
|
|
2020
Q3 | $174K | Sell |
10,212
-3,380
| -25% | -$57.6K | ﹤0.01% | 1532 |
|
|
2020
Q2 | $268K | Buy |
13,592
+729
| +6% | +$14.4K | ﹤0.01% | 1354 |
|
|
2020
Q1 | $230K | Sell |
12,863
-4,024
| -24% | -$72K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $646K | Buy |
16,887
+3,905
| +30% | +$149K | ﹤0.01% | 948 |
|
|
2019
Q3 | $472K | Buy |
12,982
+1,847
| +17% | +$67.2K | ﹤0.01% | 1029 |
|
|
2019
Q2 | $432K | Sell |
11,135
-518
| -4% | -$20.1K | ﹤0.01% | 1038 |
|
|
2019
Q1 | $438K | Buy |
11,653
+1,076
| +10% | +$40.4K | ﹤0.01% | 1076 |
|
|
2018
Q4 | $352K | Sell |
10,577
-16,398
| -61% | -$546K | ﹤0.01% | 1096 |
|
|
2018
Q3 | $1.29M | Buy |
26,975
+1,412
| +6% | +$67.3K | 0.01% | 749 |
|
|
2018
Q2 | $1.26M | Buy |
25,563
+4,231
| +20% | +$209K | 0.01% | 706 |
|
|
2018
Q1 | $1.06M | Sell |
21,332
-46
| -0.2% | -$2.28K | 0.01% | 638 |
|
|
2017
Q4 | $1.08M | Buy |
21,378
+265
| +1% | +$13.4K | 0.01% | 640 |
|
|
2017
Q3 | $1.07M | Sell |
21,113
-647
| -3% | -$32.7K | 0.01% | 613 |
|
|
2017
Q2 | $1.02M | Buy |
21,760
+16,036
| +280% | +$749K | 0.01% | 617 |
|
|
2017
Q1 | $305K | Buy |
5,724
+112
| +2% | +$5.97K | ﹤0.01% | 1060 |
|
|
2016
Q4 | $305K | Buy |
+5,612
| New | +$305K | ﹤0.01% | 985 |
|
|
2016
Q1 | – | Sell |
-13,282
| Closed | -$573K | – | 1311 |
|
|
2015
Q4 | $573K | Buy |
+13,282
| New | +$573K | 0.01% | 647 |
|
|
2015
Q3 | – | Sell |
-15,407
| Closed | -$721K | – | 1157 |
|
|
2015
Q2 | $721K | Buy |
15,407
+2,782
| +22% | +$130K | 0.01% | 581 |
|
|
2015
Q1 | $592K | Sell |
12,625
-326
| -3% | -$15.3K | 0.01% | 672 |
|
|
2014
Q4 | $589K | Sell |
12,951
-61
| -0.5% | -$2.77K | 0.01% | 661 |
|
|
2014
Q3 | $537K | Sell |
13,012
-1,032
| -7% | -$42.6K | 0.01% | 673 |
|
|
2014
Q2 | $606K | Sell |
14,044
-665
| -5% | -$28.7K | 0.01% | 512 |
|
|
2014
Q1 | $632K | Buy |
+14,709
| New | +$632K | 0.01% | 501 |
|