CAPTRUST Financial Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-484
| Closed | -$33K | – | 3461 |
|
|
2022
Q2 | $33K | Hold |
484
| – | – | ﹤0.01% | 3056 |
|
|
2022
Q1 | $36K | Buy |
484
+435
| +888% | +$32.4K | ﹤0.01% | 3029 |
|
|
2021
Q4 | $4K | Hold |
49
| – | – | ﹤0.01% | 4184 |
|
|
2021
Q3 | $3K | Buy |
49
+41
| +513% | +$2.51K | ﹤0.01% | 4141 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 4370 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 4221 |
|