Steward Partners Investment Advisory’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 |
-312
| Closed | -$2.47K | – | 3613 |
|
|
2023
Q3 | $2.47K | Hold |
312
| – | – | ﹤0.01% | 3041 |
|
|
2023
Q2 | $2.54K | Sell |
312
-59
| -16% | -$481 | ﹤0.01% | 2982 |
|
|
2023
Q1 | $3.61K | Sell |
371
-225
| -38% | -$2.19K | ﹤0.01% | 2890 |
|
|
2022
Q4 | $13.7K | Sell |
596
-503
| -46% | -$11.5K | ﹤0.01% | 2421 |
|
|
2022
Q3 | $25K | Sell |
1,099
-115
| -9% | -$2.62K | ﹤0.01% | 2126 |
|
|
2022
Q2 | $32K | Sell |
1,214
-61,666
| -98% | -$1.63M | ﹤0.01% | 2009 |
|
|
2022
Q1 | $2.71M | Buy |
62,880
+62,409
| +13,250% | +$2.69M | 0.04% | 388 |
|
|
2021
Q4 | $21K | Hold |
471
| – | – | ﹤0.01% | 2310 |
|
|
2021
Q3 | $21K | Hold |
471
| – | – | ﹤0.01% | 2315 |
|
|
2021
Q2 | $19K | Sell |
471
-900
| -66% | -$36.3K | ﹤0.01% | 5208 |
|
|
2021
Q1 | $52.3K | Buy |
1,371
+828
| +152% | +$31.6K | ﹤0.01% | 1958 |
|
|
2020
Q4 | $14K | Sell |
543
-312
| -36% | -$8.04K | ﹤0.01% | 2198 |
|
|
2020
Q3 | $15K | Hold |
855
| – | – | ﹤0.01% | 1998 |
|
|
2020
Q2 | $17K | Hold |
855
| – | – | ﹤0.01% | 1845 |
|
|
2020
Q1 | $15K | Sell |
855
-2,877
| -77% | -$50.5K | ﹤0.01% | 1721 |
|
|
2019
Q4 | $142K | Buy |
3,732
+98
| +3% | +$3.73K | ﹤0.01% | 993 |
|
|
2019
Q3 | $132K | Buy |
3,634
+2,830
| +352% | +$103K | ﹤0.01% | 986 |
|
|
2019
Q2 | $31K | Buy |
+804
| New | +$31K | ﹤0.01% | 1542 |
|
|
2018
Q4 | – | Sell |
-1,971
| Closed | -$94K | – | 2302 |
|
|
2018
Q3 | $94K | Sell |
1,971
-841
| -30% | -$40.1K | ﹤0.01% | 954 |
|
|
2018
Q2 | $139K | Buy |
2,812
+239
| +9% | +$11.8K | 0.01% | 751 |
|
|
2018
Q1 | $127K | Buy |
2,573
+144
| +6% | +$7.11K | 0.01% | 716 |
|
|
2017
Q4 | $122K | Hold |
2,429
| – | – | 0.01% | 612 |
|
|
2017
Q3 | $122K | Buy |
2,429
+1,679
| +224% | +$84.3K | 0.01% | 510 |
|
|
2017
Q2 | $35K | Buy |
750
+224
| +43% | +$10.5K | ﹤0.01% | 720 |
|
|
2017
Q1 | $28K | Buy |
+526
| New | +$28K | ﹤0.01% | 676 |
|