SageView Advisory Group’s PacWest Bancorp PACW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-47,978
Closed -$380K 712
2023
Q3
$380K Buy
47,978
+7,535
+19% +$59.6K 0.02% 374
2023
Q2
$330K Buy
+40,443
New +$330K 0.02% 428