Pacific Capital Wealth Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$3.84K | – | 185 |
|
|
2024
Q4 | $3.84K | Hold |
8
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $3.68K | Hold |
8
| – | – | ﹤0.01% | 360 |
|
|
2024
Q2 | $3.27K | Hold |
8
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $3.64K | Hold |
8
| – | – | ﹤0.01% | 363 |
|
|
2023
Q4 | $3.82K | Buy |
+8
| New | +$3.82K | ﹤0.01% | 263 |
|