Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Us Small C Transaction History

Pacific Capital Wealth Advisors, Inc

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	SELL	$39.82 - $46.36 $166,646 - $194,016	-4,185 Reduced 19.55%	17,224 $722,000
Q4 2022 Feb 14, 2023	SELL	$38.25 - $43.54 $213,970 - $243,562	-5,594 Reduced 20.72%	21,409 $867,000
Q3 2022 Nov 14, 2022	SELL	$37.65 - $45.9 $765,273 - $932,963	-20,326 Reduced 42.95%	27,003 $1.02 Million
Q2 2022 Aug 05, 2022	SELL	$37.88 - $48.01 $160,876 - $203,898	-4,247 Reduced 8.23%	47,329 $1.85 Million
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $1.2 Million - $1.39 Million	26,938 Added 109.34%	51,576 $2.44 Million
Q4 2021 Mar 08, 2022	BUY	$48.64 - $55.07 $682,711 - $772,962	14,036 Added 132.39%	24,638 $2.52 Million
Q3 2021 Nov 30, 2021	SELL	$48.3 - $52.49 $14,055 - $15,274	-291 Reduced 2.67%	10,602 $1.06 Million
Q2 2021 Aug 13, 2021	BUY	$48.39 - $52.91 $223,513 - $244,391	4,619 Added 73.62%	10,893 $1.14 Million
Q1 2021 May 17, 2021	BUY	$43.89 - $52.63 $50,780 - $60,892	1,157 Added 22.61%	6,274 $625,000
Q2 2020 Aug 11, 2020	BUY	$23.59 - $35.22 $120,710 - $180,220	5,117 New	5,117 $334,000
Q1 2020 May 19, 2020	SELL	$22.29 - $38.7 $91,656 - $159,134	-4,112 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$33.63 - $38.03 $138,286 - $156,379	4,112 New	4,112 $311,000

1,136

234M

44.7K

32.4K

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