Lido 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 |
-113,237
| Closed | -$896K | – | 1261 |
|
|
2023
Q3 | $896K | Sell |
113,237
-147
| -0.1% | -$1.16K | 0.01% | 521 |
|
|
2023
Q2 | $924K | Buy |
+113,384
| New | +$924K | 0.01% | 507 |
|
|
2020
Q1 | – | Sell |
-9,598
| Closed | -$367K | – | 627 |
|
|
2019
Q4 | $367K | Sell |
9,598
-329
| -3% | -$12.6K | 0.01% | 402 |
|
|
2019
Q3 | $361K | Buy |
9,927
+102
| +1% | +$3.71K | 0.02% | 362 |
|
|
2019
Q2 | $381K | Buy |
9,825
+455
| +5% | +$17.6K | 0.02% | 331 |
|
|
2019
Q1 | $352K | Buy |
9,370
+740
| +9% | +$27.8K | 0.02% | 324 |
|
|
2018
Q4 | $287K | Buy |
8,630
+555
| +7% | +$18.5K | 0.03% | 300 |
|
|
2018
Q3 | $384K | Buy |
8,075
+1,586
| +24% | +$75.4K | 0.04% | 272 |
|
|
2018
Q2 | $320K | Buy |
6,489
+679
| +12% | +$33.5K | 0.04% | 275 |
|
|
2018
Q1 | $287K | Buy |
+5,810
| New | +$287K | 0.04% | 280 |
|