Everence Capital Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,910
| Closed | -$234K | – | 978 |
|
|
2024
Q3 | $234K | Hold |
2,910
| – | – | 0.01% | 680 |
|
|
2024
Q2 | $220 | Hold |
2,910
| – | – | 0.02% | 657 |
|
|
2024
Q1 | $223 | Hold |
2,910
| – | – | 0.01% | 676 |
|
|
2023
Q4 | $213K | Buy |
+2,910
| New | +$213K | 0.02% | 686 |
|
|
2023
Q1 | – | Sell |
-2,910
| Closed | -$217 | – | 782 |
|
|
2022
Q4 | $217 | Buy |
+2,910
| New | +$217 | 0.02% | 669 |
|
|
2022
Q2 | – | Sell |
-2,910
| Closed | -$216K | – | 751 |
|
|
2022
Q1 | $216K | Hold |
2,910
| – | – | 0.02% | 670 |
|
|
2021
Q4 | $209K | Buy |
+2,910
| New | +$209K | 0.02% | 717 |
|