Pacific Capital Wealth Advisors, Inc Schwab Intermediate Term Us Tr Transaction History

Pacific Capital Wealth Advisors, Inc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$50.08 - $52.78 $19,681 - $20,742	-393 Reduced 4.37%	8,601 $444,000
Q1 2022 May 16, 2022	SELL	$52.72 - $55.84 $3,268 - $3,462	-62 Reduced 0.68%	8,994 $479,000
Q4 2021 Mar 08, 2022	BUY	$55.82 - $56.81 $223 - $227	4 Added 0.04%	9,056 $508,000
Q3 2021 Nov 30, 2021	BUY	$56.59 - $57.62 $120,819 - $123,018	2,135 Added 30.87%	9,052 $513,000
Q2 2021 Aug 13, 2021	BUY	$56.38 - $57.16 $389,980 - $395,375	6,917 New	6,917 $393,000

399

181M

1.2K

16.7K

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