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Pacific Capital Wealth Advisors’s MSCI MSCI Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$2.4K – 262
2024
Q4 		$2.4K Hold
4
– – ﹤0.01% 342
2024
Q3 		$2.33K Hold
4
– – ﹤0.01% 391
2024
Q2 		$1.93K Buy
+4
New +$1.93K ﹤0.01% 439