AE Wealth Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,643
| Closed | -$538K | – | 2142 |
|
|
2023
Q3 | $538K | Buy |
+8,643
| New | +$538K | ﹤0.01% | 1337 |
|
|
2023
Q2 | – | Sell |
-9,164
| Closed | -$502K | – | 2015 |
|
|
2023
Q1 | $502K | Buy |
9,164
+1,887
| +26% | +$103K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $543K | Buy |
+7,277
| New | +$543K | ﹤0.01% | 1269 |
|