Pacific Capital Wealth Advisors, Inc Ishares Inc Transaction History

Pacific Capital Wealth Advisors, Inc

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$48.46 - $57.45 $412,152 - $488,612	-8,505 Reduced 16.19%	44,013 $2.16 Million
Q1 2022 May 16, 2022	BUY	$51.27 - $62.07 $50,654 - $61,325	988 Added 1.92%	52,518 $2.92 Million
Q4 2021 Mar 08, 2022	SELL	$57.97 - $64.38 $33,680 - $37,404	-581 Reduced 1.11%	51,530 $3.09 Million
Q3 2021 Nov 30, 2021	SELL	$60.55 - $66.68 $4.63 Million - $5.1 Million	-76,542 Reduced 59.49%	52,111 $3.22 Million
Q2 2021 Aug 13, 2021	SELL	$63.17 - $68.14 $49,209 - $53,081	-779 Reduced 0.6%	128,653 $8.62 Million
Q1 2021 May 17, 2021	BUY	$62.41 - $69.46 $1.32 Million - $1.47 Million	21,164 Added 19.55%	129,432 $8.33 Million
Q4 2020 Feb 16, 2021	SELL	$52.65 - $62.1 $42,172 - $49,742	-801 Reduced 0.73%	108,268 $6.72 Million
Q3 2020 Nov 16, 2020	SELL	$48.22 - $54.44 $62,107 - $70,118	-1,288 Reduced 1.17%	109,069 $5.76 Million
Q2 2020 Aug 11, 2020	BUY	$38.83 - $49.26 $566,607 - $718,801	14,592 Added 15.24%	110,357 $5.25 Million
Q1 2020 May 19, 2020	BUY	$36.22 - $55.44 $170,813 - $261,455	4,716 Added 5.18%	95,765 $3.88 Million
Q4 2019 Feb 14, 2020	BUY	$48.38 - $53.99 $4.4 Million - $4.92 Million	91,049 New	91,049 $4.9 Million

1,871

1.24B

137K

19.1K

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.