JFS Wealth Advisors’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-500
| Closed | -$3.96K | – | 2058 |
|
2023
Q3 | $3.96K | Hold |
500
| – | – | ﹤0.01% | 1100 |
|
2023
Q2 | $4.08K | Hold |
500
| – | – | ﹤0.01% | 1092 |
|
2023
Q1 | $4.87K | Sell |
500
-76
| -13% | -$739 | ﹤0.01% | 1001 |
|
2022
Q4 | $13.2K | Buy |
576
+27
| +5% | +$620 | ﹤0.01% | 617 |
|
2022
Q3 | $12K | Sell |
549
-26
| -5% | -$568 | ﹤0.01% | 690 |
|
2022
Q2 | $15K | Sell |
575
-8
| -1% | -$209 | ﹤0.01% | 657 |
|
2022
Q1 | $25K | Buy |
583
+51
| +10% | +$2.19K | ﹤0.01% | 556 |
|
2021
Q4 | $24K | Buy |
532
+32
| +6% | +$1.44K | ﹤0.01% | 537 |
|
2021
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
2021
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 366 |
|
2021
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 350 |
|
2020
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 395 |
|
2020
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 405 |
|
2020
Q2 | $10K | Sell |
500
-57
| -10% | -$1.14K | ﹤0.01% | 388 |
|
2020
Q1 | $10K | Buy |
557
+57
| +11% | +$1.02K | ﹤0.01% | 354 |
|
2019
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 313 |
|
2019
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 312 |
|
2019
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 315 |
|
2019
Q1 | $19K | Hold |
500
| – | – | 0.01% | 303 |
|
2018
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 301 |
|
2018
Q3 | $24K | Hold |
500
| – | – | 0.01% | 307 |
|
2018
Q2 | $25K | Hold |
500
| – | – | 0.01% | 293 |
|
2018
Q1 | $25K | Hold |
500
| – | – | 0.01% | 296 |
|
2017
Q4 | $25K | Hold |
500
| – | – | 0.01% | 309 |
|
2017
Q3 | $25K | Hold |
500
| – | – | 0.01% | 295 |
|
2017
Q2 | $23K | Hold |
500
| – | – | 0.01% | 287 |
|
2017
Q1 | $27K | Hold |
500
| – | – | 0.01% | 277 |
|
2016
Q4 | $27K | Hold |
500
| – | – | 0.01% | 277 |
|
2016
Q3 | $21K | Hold |
500
| – | – | 0.01% | 319 |
|
2016
Q2 | $20K | Hold |
500
| – | – | 0.01% | 323 |
|
2016
Q1 | $19K | Hold |
500
| – | – | 0.01% | 327 |
|
2015
Q4 | $22K | Hold |
500
| – | – | 0.01% | 319 |
|
2015
Q3 | $21K | Sell |
500
-2,133
| -81% | -$89.6K | 0.01% | 270 |
|
2015
Q2 | $123K | Hold |
2,633
| – | – | 0.06% | 116 |
|
2015
Q1 | $123K | Hold |
2,633
| – | – | 0.06% | 116 |
|
2014
Q4 | $120K | Buy |
+2,633
| New | +$120K | 0.02% | 116 |
|