Pacific Capital Wealth Advisors, Inc Spdr Index Shs Fds S Spdr Port Transaction History

Pacific Capital Wealth Advisors, Inc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$57.85 - $64.92 $57 - $64	-1 Reduced 0.07%	1,418 $91,000
Q4 2023 Feb 06, 2024	BUY	$48.07 - $55.48 $68,211 - $78,726	1,419 New	1,419 $78,000
Q4 2020 Feb 16, 2021	SELL	$42.03 - $49.28 $52,789 - $61,895	-1,256 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$39.86 - $45.37 $50,064 - $56,984	1,256 New	1,256 $54,000

141

10.2M

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.