Pacific Capital Wealth Advisors, Inc Ishares Trust Ishares Pfd And Transaction History

Pacific Capital Wealth Advisors, Inc

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$29.96 - $32.28 $46,497 - $50,098	-1,552 Reduced 14.25%	9,343 $285,000
Q3 2022 Nov 14, 2022	BUY	$31.4 - $35.35 $628 - $707	20 Added 0.18%	10,895 $345,000
Q2 2022 Aug 05, 2022	SELL	$32.02 - $36.26 $38,231 - $43,294	-1,194 Reduced 9.89%	10,875 $358,000
Q1 2022 May 16, 2022	BUY	$34.86 - $39.14 $348 - $391	10 Added 0.08%	12,069 $440,000
Q4 2021 Mar 08, 2022	BUY	$38.29 - $39.43 $765 - $788	20 Added 0.17%	12,059 $475,000
Q3 2021 Nov 30, 2021	BUY	$38.55 - $39.48 $655 - $671	17 Added 0.14%	12,039 $467,000
Q2 2021 Aug 13, 2021	BUY	$37.96 - $39.34 $683 - $708	18 Added 0.15%	12,022 $473,000
Q1 2021 May 17, 2021	BUY	$37.15 - $38.46 $408 - $423	11 Added 0.09%	12,004 $461,000
Q4 2020 Feb 16, 2021	BUY	$36.13 - $38.51 $722 - $770	20 Added 0.17%	11,993 $462,000
Q3 2020 Nov 16, 2020	BUY	$34.54 - $36.7 $656 - $697	19 Added 0.16%	11,973 $436,000
Q2 2020 Aug 11, 2020	BUY	$30.01 - $35.86 $630 - $753	21 Added 0.18%	11,954 $414,000
Q1 2020 May 19, 2020	BUY	$25.12 - $38.29 $301 - $459	12 Added 0.1%	11,933 $380,000
Q4 2019 Feb 14, 2020	BUY	$36.77 - $37.68 $438,335 - $449,183	11,921 New	11,921 $448,000

1,087

185M

375K

1.29M

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