Pacific Capital Wealth Advisors, Inc Spdr Bloomberg High Yield Bond Transaction History

Pacific Capital Wealth Advisors, Inc

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	SELL	$89.57 - $94.63 $1,343 - $1,419	-15 Reduced 0.48%	3,088 $286,000
Q4 2022 Feb 14, 2023	SELL	$87.45 - $93.18 $2.32 Million - $2.48 Million	-26,564 Reduced 89.54%	3,103 $279,000
Q3 2022 Nov 14, 2022	SELL	$87.57 - $97.57 $80,914 - $90,154	-924 Reduced 3.02%	29,667 $2.61 Million
Q2 2022 Aug 05, 2022	SELL	$90.32 - $102.87 $17,341 - $19,751	-192 Reduced 0.62%	30,591 $2.78 Million
Q1 2022 May 16, 2022	BUY	$99.6 - $108.5 $12,051 - $13,128	121 Added 0.39%	30,783 $3.16 Million
Q4 2021 Mar 08, 2022	SELL	$106.55 - $109.3 $43,472 - $44,594	-408 Reduced 1.31%	30,662 $3.33 Million
Q3 2021 Nov 30, 2021	BUY	$108.65 - $110.11 $97,893 - $99,209	901 Added 2.99%	31,070 $3.4 Million
Q2 2021 Aug 13, 2021	BUY	$108.15 - $109.98 $310,714 - $315,972	2,873 Added 10.53%	30,169 $3.32 Million
Q1 2021 May 17, 2021	BUY	$107.06 - $109.64 $81,151 - $83,107	758 Added 2.86%	27,296 $2.97 Million
Q4 2020 Feb 16, 2021	BUY	$103.81 - $108.94 $58,756 - $61,660	566 Added 2.18%	26,538 $2.89 Million
Q3 2020 Nov 16, 2020	SELL	$100.95 - $106.1 $65,819 - $69,177	-652 Reduced 2.45%	25,972 $2.71 Million
Q2 2020 Aug 11, 2020	SELL	$90.54 - $104.76 $469,721 - $543,494	-5,188 Reduced 16.31%	26,624 $2.69 Million
Q1 2020 May 19, 2020	BUY	$84.57 - $110.24 $26,385 - $34,394	312 Added 0.99%	31,812 $3.01 Million
Q4 2019 Feb 14, 2020	BUY	$107.21 - $109.95 $3.38 Million - $3.46 Million	31,500 New	31,500 $3.45 Million

597

77.8M

201K

161K

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.