Accurate Wealth Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-25
Closed -$1.77K 1071
2022
Q4
$1.77K Buy
+25
New +$1.82K ﹤0.01% 1237

Other funds holding PFBC

Accurate Wealth Management's PFBC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Preferred Bank (PFBC) in Q1 2023, closing a stake of 25 shares — an estimated $1.77K sold.

Accurate Wealth Management first reported a position in PFBC in Q4 2022 and held it in 1 quarter. The position peaked at $1.77K in Q4 2022. 174 funds tracked by Wall St. Rank hold PFBC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Preferred Bank position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 25 Preferred Bank shares in Q1 2023, an estimated $1.77K.
  • Accurate Wealth Management first reported a position in Preferred Bank in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Preferred Bank position peaked at $1.77K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.