Pacific Capital Wealth Advisors, Inc Invesco Fd Tr Ii Emerging Mkts Transaction History

Pacific Capital Wealth Advisors, Inc

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$17.41 - $20.79 $17 - $20	1 New	1 $0
Q4 2022 Feb 14, 2023	SELL	$16.41 - $19.62 $32 - $39	-2 Reduced 0.01%	19,489 $363,000
Q3 2022 Nov 14, 2022	SELL	$16.81 - $20.26 $50 - $60	-3 Reduced 0.02%	19,491 $330,000
Q1 2022 May 16, 2022	SELL	$21.0 - $26.08 $598,563 - $743,358	-28,503 Reduced 59.38%	19,494 $441,000
Q4 2021 Mar 08, 2022	SELL	$25.63 - $27.15 $2.21 Million - $2.34 Million	-86,190 Reduced 64.23%	47,997 $1.27 Million
Q3 2021 Nov 30, 2021	SELL	$26.65 - $27.85 $912,869 - $953,973	-34,254 Reduced 20.34%	134,187 $3.58 Million
Q2 2021 Aug 13, 2021	SELL	$26.88 - $27.95 $1.55 Million - $1.61 Million	-57,610 Reduced 25.49%	168,441 $4.65 Million
Q1 2021 May 17, 2021	BUY	$26.38 - $28.71 $181,151 - $197,151	6,867 Added 3.13%	226,051 $6.05 Million
Q4 2020 Feb 16, 2021	BUY	$26.8 - $28.84 $88,413 - $95,143	3,299 Added 1.53%	219,184 $6.32 Million
Q3 2020 Nov 16, 2020	BUY	$26.78 - $28.33 $3,026 - $3,201	113 Added 0.05%	215,885 $5.86 Million
Q2 2020 Aug 11, 2020	BUY	$22.75 - $26.8 $129,379 - $152,411	5,687 Added 2.71%	215,772 $5.78 Million
Q1 2020 May 19, 2020	BUY	$20.13 - $30.3 $216,840 - $326,391	10,772 Added 5.4%	210,085 $5.02 Million
Q4 2019 Feb 14, 2020	BUY	$28.58 - $29.63 $5.7 Million - $5.91 Million	199,313 New	199,313 $5.9 Million

209

49.7M

200

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