Aperio Group’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $474K | Sell |
9,399
-937
| -9% | -$47.3K | ﹤0.01% | 1993 |
|
|
2020
Q3 | $332K | Sell |
10,336
-104
| -1% | -$3.34K | ﹤0.01% | 2026 |
|
|
2020
Q2 | $447K | Buy |
10,440
+272
| +3% | +$11.6K | ﹤0.01% | 1816 |
|
|
2020
Q1 | $344K | Sell |
10,168
-85
| -0.8% | -$2.88K | ﹤0.01% | 1835 |
|
|
2019
Q4 | $616K | Sell |
10,253
-128
| -1% | -$7.69K | ﹤0.01% | 1690 |
|
|
2019
Q3 | $544K | Buy |
10,381
+3,104
| +43% | +$163K | ﹤0.01% | 1714 |
|
|
2019
Q2 | $344K | Buy |
7,277
+2,210
| +44% | +$104K | ﹤0.01% | 1963 |
|
|
2019
Q1 | $228K | Sell |
5,067
-735
| -13% | -$33.1K | ﹤0.01% | 2118 |
|
|
2018
Q4 | $252K | Buy |
5,802
+1,778
| +44% | +$77.2K | ﹤0.01% | 2026 |
|
|
2018
Q3 | $235K | Buy |
4,024
+184
| +5% | +$10.7K | ﹤0.01% | 2124 |
|
|
2018
Q2 | $236K | Sell |
3,840
-1,271
| -25% | -$78.1K | ﹤0.01% | 2107 |
|
|
2018
Q1 | $329K | Sell |
5,111
-52
| -1% | -$3.35K | ﹤0.01% | 1905 |
|
|
2017
Q4 | $303K | Buy |
5,163
+97
| +2% | +$5.69K | ﹤0.01% | 1938 |
|
|
2017
Q3 | $305K | Sell |
5,066
-421
| -8% | -$25.3K | ﹤0.01% | 1912 |
|
|
2017
Q2 | $294K | Buy |
5,487
+455
| +9% | +$24.4K | ﹤0.01% | 1904 |
|
|
2017
Q1 | $270K | Sell |
5,032
-20
| -0.4% | -$1.07K | ﹤0.01% | 1873 |
|
|
2016
Q4 | $265K | Buy |
+5,052
| New | +$265K | ﹤0.01% | 1851 |
|