SWRP
PACW

Summit Wealth & Retirement Planning’s PacWest Bancorp PACW Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29,930
Closed -$291K – 109
2023
Q1 		$291K Buy
+29,930
New +$291K 0.11% 84