AIA
Affinity Investment Advisors’s Preferred Bank PFBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,039
| Closed | -$483K | – | 154 |
|
|
2019
Q4 | $483K | Hold |
8,039
| – | – | 0.18% | 96 |
|
|
2019
Q3 | $421K | Hold |
8,039
| – | – | 0.13% | 97 |
|
|
2019
Q2 | $380K | Buy |
8,039
+518
| +7% | +$24.5K | 0.11% | 114 |
|
|
2019
Q1 | $338K | Buy |
7,521
+1,238
| +20% | +$55.6K | 0.07% | 120 |
|
|
2018
Q4 | $272K | Sell |
6,283
-1,460
| -19% | -$63.2K | 0.05% | 120 |
|
|
2018
Q3 | $453K | Buy |
7,743
+2,148
| +38% | +$126K | 0.06% | 113 |
|
|
2018
Q2 | $344K | Hold |
5,595
| – | – | 0.05% | 151 |
|
|
2018
Q1 | $359K | Buy |
5,595
+1,172
| +26% | +$75.2K | 0.04% | 136 |
|
|
2017
Q4 | $260K | Buy |
4,423
+407
| +10% | +$23.9K | 0.03% | 152 |
|
|
2017
Q3 | $242K | Hold |
4,016
| – | – | 0.03% | 160 |
|
|
2017
Q2 | $215K | Hold |
4,016
| – | – | 0.03% | 162 |
|
|
2017
Q1 | $215K | Buy |
+4,016
| New | +$215K | 0.02% | 175 |
|