Pacific Capital Wealth Advisors, Inc Wisdomtree Yield Enhanced U.S. Transaction History

Pacific Capital Wealth Advisors, Inc

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	SELL	$42.44 - $44.52 $38,026 - $39,889	-896 Reduced 2.72%	32,041 $1.4 Million
Q4 2022 Feb 14, 2023	SELL	$41.0 - $43.97 $318,734 - $341,822	-7,774 Reduced 19.1%	32,937 $1.4 Million
Q3 2022 Nov 14, 2022	SELL	$41.91 - $46.15 $39,688 - $43,704	-947 Reduced 2.27%	40,711 $1.72 Million
Q2 2022 Aug 05, 2022	SELL	$43.6 - $47.89 $8,894 - $9,769	-204 Reduced 0.49%	41,658 $1.86 Million
Q1 2022 May 16, 2022	SELL	$47.38 - $51.33 $21,178 - $22,944	-447 Reduced 1.06%	41,862 $2 Million
Q4 2021 Mar 08, 2022	SELL	$51.35 - $52.36 $198,262 - $202,161	-3,861 Reduced 8.36%	42,309 $2.19 Million
Q3 2021 Nov 30, 2021	SELL	$51.92 - $53.01 $8,411 - $8,587	-162 Reduced 0.35%	46,170 $2.4 Million
Q2 2021 Aug 13, 2021	SELL	$51.34 - $52.27 $137,847 - $140,344	-2,685 Reduced 5.48%	46,332 $2.42 Million
Q1 2021 May 17, 2021	SELL	$51.09 - $53.61 $214,220 - $224,786	-4,193 Reduced 7.88%	49,017 $2.51 Million
Q4 2020 Feb 16, 2021	BUY	$53.28 - $53.95 $161,917 - $163,954	3,039 Added 6.06%	53,210 $2.86 Million
Q3 2020 Nov 16, 2020	BUY	$53.76 - $54.71 $353,525 - $359,772	6,576 Added 15.08%	50,171 $2.7 Million
Q2 2020 Aug 11, 2020	BUY	$51.53 - $53.82 $220,651 - $230,457	4,282 Added 10.89%	43,595 $2.35 Million
Q1 2020 May 19, 2020	SELL	$47.17 - $54.55 $183,727 - $212,472	-3,895 Reduced 9.01%	39,313 $2.03 Million
Q4 2019 Feb 14, 2020	BUY	$51.78 - $52.68 $2.24 Million - $2.28 Million	43,208 New	43,208 $2.26 Million

164

20.4M

2.4K

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