Mount Yale Investment Advisors’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 |
-8,288
| Closed | -$221K | – | 485 |
|
|
2022
Q2 | $221K | Buy |
8,288
+1,071
| +15% | +$28.6K | 0.03% | 422 |
|
|
2022
Q1 | $311K | Sell |
7,217
-268
| -4% | -$11.5K | 0.03% | 356 |
|
|
2021
Q4 | $338K | Sell |
7,485
-149
| -2% | -$6.73K | 0.04% | 342 |
|
|
2021
Q3 | $346K | Buy |
7,634
+38
| +0.5% | +$1.72K | 0.04% | 328 |
|
|
2021
Q2 | $313K | Buy |
7,596
+1,632
| +27% | +$67.2K | 0.04% | 312 |
|
|
2021
Q1 | $228K | Buy |
+5,964
| New | +$228K | 0.03% | 378 |
|
|
2020
Q1 | – | Sell |
-10,258
| Closed | -$360K | – | 339 |
|
|
2019
Q4 | $360K | Buy |
10,258
+441
| +4% | +$15.5K | 0.06% | 253 |
|
|
2019
Q3 | $384K | Sell |
9,817
-796
| -8% | -$31.1K | 0.07% | 235 |
|
|
2019
Q2 | $364K | Sell |
10,613
-1,167
| -10% | -$40K | 0.07% | 240 |
|
|
2019
Q1 | $443K | Sell |
11,780
-138
| -1% | -$5.19K | 0.08% | 202 |
|
|
2018
Q4 | $476K | Buy |
11,918
+4,493
| +61% | +$179K | 0.1% | 183 |
|
|
2018
Q3 | $310K | Buy |
7,425
+1,613
| +28% | +$67.3K | 0.05% | 245 |
|
|
2018
Q2 | $287K | Buy |
+5,812
| New | +$287K | 0.05% | 259 |
|