Valeo Financial Advisors’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 |
-26,500
| Closed | -$210K | – | 686 |
|
|
2023
Q3 | $210K | Sell |
26,500
-1,000
| -4% | -$7.91K | 0.01% | 557 |
|
|
2023
Q2 | $224K | Buy |
27,500
+2,500
| +10% | +$20.4K | 0.01% | 511 |
|
|
2023
Q1 | $243K | Buy |
+25,000
| New | +$243K | 0.01% | 499 |
|
|
2022
Q1 | – | Sell |
-4,428
| Closed | -$200K | – | 626 |
|
|
2021
Q4 | $200K | Hold |
4,428
| – | – | 0.01% | 498 |
|
|
2021
Q3 | $201K | Buy |
+4,428
| New | +$201K | 0.01% | 475 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | – | – | 1677 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1696 |
|
|
2018
Q4 | $0 | Sell |
10
-12
| -55% | – | ﹤0.01% | 1770 |
|
|
2018
Q3 | $1K | Buy |
22
+10
| +83% | +$455 | ﹤0.01% | 1702 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1533 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1487 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1336 |
|