Pacific Capital Wealth Advisors, Inc Spdr Nuveen Bloomberg High Yie Transaction History

Pacific Capital Wealth Advisors, Inc

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$23.09 - $25.41 $85,063 - $93,610	3,684 New	3,684 $93,000
Q1 2023 May 05, 2023	BUY	$24.5 - $50.38 $134,750 - $277,090	5,500 Added 100.86%	10,953 $274,000
Q4 2022 Feb 14, 2023	SELL	$23.44 - $50.65 $155,477 - $335,961	-6,633 Reduced 54.88%	5,453 $267,000
Q3 2022 Nov 14, 2022	BUY	$23.96 - $26.61 $742 - $824	31 Added 0.26%	12,086 $579,000
Q2 2022 Aug 05, 2022	SELL	$24.46 - $27.54 $457,891 - $515,548	-18,720 Reduced 60.83%	12,055 $619,000
Q1 2022 May 16, 2022	BUY	$27.51 - $30.04 $495 - $540	18 Added 0.06%	30,775 $1.7 Million
Q4 2021 Mar 08, 2022	BUY	$29.68 - $30.1 $1,068 - $1,083	36 Added 0.12%	30,757 $1.85 Million
Q3 2021 Nov 30, 2021	BUY	$29.98 - $30.58 $749 - $764	25 Added 0.08%	30,721 $1.84 Million
Q2 2021 Aug 13, 2021	BUY	$29.57 - $30.41 $827 - $851	28 Added 0.09%	30,696 $1.87 Million
Q1 2021 May 17, 2021	BUY	$29.35 - $30.12 $587 - $602	20 Added 0.07%	30,668 $1.82 Million
Q4 2020 Feb 16, 2021	BUY	$28.28 - $29.5 $627,561 - $654,634	22,191 Added 262.4%	30,648 $1.81 Million
Q3 2020 Nov 16, 2020	BUY	$28.09 - $28.75 $74,691 - $76,446	2,659 Added 45.86%	8,457 $481,000
Q2 2020 Aug 11, 2020	SELL	$26.11 - $28.18 $125,589 - $135,545	-4,810 Reduced 45.34%	5,798 $327,000
Q1 2020 May 19, 2020	BUY	$21.48 - $30.58 $171 - $244	8 Added 0.08%	10,608 $580,000
Q4 2019 Feb 14, 2020	BUY	$29.33 - $29.7 $310,898 - $314,820	10,600 New	10,600 $625,000

382

72.9M

400

8.9K

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