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

Pacific Capital Wealth Advisors, Inc

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$24.51 - $28.87 $132,795 - $156,417	-5,418 Reduced 7.11%	70,746 $1.8 Million
Q1 2022 May 16, 2022	BUY	$25.61 - $30.82 $25 - $30	1 Added 0.0%	76,164 $2.12 Million
Q4 2021 Mar 08, 2022	SELL	$28.68 - $31.96 $18,240 - $20,326	-636 Reduced 0.83%	76,163 $2.26 Million
Q3 2021 Nov 30, 2021	SELL	$29.81 - $32.7 $1.86 Million - $2.04 Million	-62,471 Reduced 44.86%	76,799 $2.34 Million
Q2 2021 Aug 13, 2021	SELL	$31.06 - $33.61 $60,504 - $65,472	-1,948 Reduced 1.38%	139,270 $4.58 Million
Q1 2021 May 17, 2021	BUY	$30.78 - $34.63 $221,308 - $248,989	7,190 Added 5.36%	141,218 $4.49 Million
Q4 2020 Feb 16, 2021	BUY	$26.72 - $30.68 $147,093 - $168,893	5,505 Added 4.28%	134,028 $4.11 Million
Q3 2020 Nov 16, 2020	BUY	$24.69 - $27.71 $141,128 - $158,390	5,716 Added 4.65%	128,523 $3.44 Million
Q2 2020 Aug 11, 2020	SELL	$19.87 - $25.05 $104,198 - $131,362	-5,244 Reduced 4.1%	122,807 $2.99 Million
Q1 2020 May 19, 2020	SELL	$18.68 - $28.22 $42,310 - $63,918	-2,265 Reduced 1.74%	128,051 $2.65 Million
Q4 2019 Feb 14, 2020	BUY	$24.83 - $27.51 $3.24 Million - $3.58 Million	130,316 New	130,316 $3.57 Million

770

236M

13.7K

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.