Capital Management Associates (New York)’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,000
| Closed | -$351K | – | 126 |
|
|
2018
Q3 | $351K | Hold |
6,000
| – | – | 0.44% | 107 |
|
|
2018
Q2 | $369K | Hold |
6,000
| – | – | 0.46% | 105 |
|
|
2018
Q1 | $385K | Hold |
6,000
| – | – | 0.59% | 91 |
|
|
2017
Q4 | $353K | Buy |
+6,000
| New | +$353K | 0.5% | 92 |
|
|
2016
Q1 | – | Sell |
-18,500
| Closed | -$611K | – | 128 |
|
|
2015
Q4 | $611K | Hold |
18,500
| – | – | 0.89% | 38 |
|
|
2015
Q3 | $585K | Hold |
18,500
| – | – | 0.9% | 36 |
|
|
2015
Q2 | $556K | Hold |
18,500
| – | – | 0.73% | 53 |
|
|
2015
Q1 | $508K | Hold |
18,500
| – | – | 0.68% | 62 |
|
|
2014
Q4 | $516K | Hold |
18,500
| – | – | 0.76% | 59 |
|
|
2014
Q3 | $417K | Hold |
18,500
| – | – | 0.63% | 76 |
|
|
2014
Q2 | $437K | Hold |
18,500
| – | – | 0.64% | 76 |
|
|
2014
Q1 | $480K | Buy |
+18,500
| New | +$480K | 0.7% | 65 |
|