TWA
PACW
TCI Wealth Advisors’s PacWest Bancorp PACW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$409 | – | 2444 |
|
|
2023
Q1 | $409 | Buy |
42
+29
| +223% | +$282 | ﹤0.01% | 2256 |
|
|
2022
Q4 | $298 | Hold |
13
| – | – | ﹤0.01% | 2282 |
|
|
2022
Q3 | $0 | Sell |
13
-9
| -41% | – | ﹤0.01% | 2669 |
|
|
2022
Q2 | $1K | Sell |
22
-130
| -86% | -$5.91K | ﹤0.01% | 2231 |
|
|
2022
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 1374 |
|
|
2021
Q4 | $7K | Hold |
152
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q3 | $7K | Buy |
152
+89
| +141% | +$4.1K | ﹤0.01% | 1388 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 1874 |
|
|
2021
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 1942 |
|
|
2020
Q4 | $2K | Sell |
63
-347
| -85% | -$11K | ﹤0.01% | 1277 |
|
|
2020
Q3 | $7K | Buy |
410
+35
| +9% | +$598 | ﹤0.01% | 674 |
|
|
2020
Q2 | $7K | Sell |
375
-887
| -70% | -$16.6K | ﹤0.01% | 662 |
|
|
2020
Q1 | $23K | Buy |
1,262
+950
| +304% | +$17.3K | 0.01% | 427 |
|
|
2019
Q4 | $12K | Sell |
312
-298
| -49% | -$11.5K | ﹤0.01% | 673 |
|
|
2019
Q3 | $22K | Buy |
610
+298
| +96% | +$10.7K | 0.01% | 473 |
|
|
2019
Q2 | $12K | Hold |
312
| – | – | 0.01% | 591 |
|
|
2019
Q1 | $12K | Hold |
312
| – | – | 0.01% | 598 |
|
|
2018
Q4 | $10K | Sell |
312
-85
| -21% | -$2.72K | ﹤0.01% | 629 |
|
|
2018
Q3 | $19K | Sell |
397
-26
| -6% | -$1.24K | 0.01% | 509 |
|
|
2018
Q2 | $21K | Buy |
423
+111
| +36% | +$5.51K | 0.01% | 474 |
|
|
2018
Q1 | $15K | Hold |
312
| – | – | 0.01% | 549 |
|
|
2017
Q4 | $16K | Hold |
312
| – | – | 0.01% | 539 |
|
|
2017
Q3 | $16K | Buy |
+312
| New | +$16K | 0.01% | 507 |
|
|
2017
Q2 | – | Sell |
-312
| Closed | -$17K | – | 1392 |
|
|
2017
Q1 | $17K | Hold |
312
| – | – | 0.01% | 476 |
|
|
2016
Q4 | $17K | Hold |
312
| – | – | 0.01% | 526 |
|
|
2016
Q3 | $13K | Hold |
312
| – | – | 0.01% | 526 |
|
|
2016
Q2 | $12K | Hold |
312
| – | – | 0.01% | 528 |
|
|
2016
Q1 | $12K | Hold |
312
| – | – | 0.01% | 548 |
|
|
2015
Q4 | $13K | Hold |
312
| – | – | 0.01% | 524 |
|
|
2015
Q3 | $13K | Hold |
312
| – | – | 0.01% | 464 |
|
|
2015
Q2 | $15K | Hold |
312
| – | – | 0.01% | 458 |
|
|
2015
Q1 | $15K | Hold |
312
| – | – | 0.01% | 395 |
|
|
2014
Q4 | $14K | Buy |
+312
| New | +$14K | 0.01% | 401 |
|