Financial Gravity Asset Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-72
| Closed | -$1 | – | 985 |
|
|
2021
Q4 | $1 | Buy |
+72
| New | +$1 | ﹤0.01% | 952 |
|
|
2021
Q3 | – | Hold |
0
| – | -$63K | – | 464 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1 | – | 491 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 752 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 706 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | -$631 | – | 643 |
|
|
2020
Q1 | $631 | Buy |
19
+9
| +90% | +$299 | ﹤0.01% | 520 |
|
|
2019
Q4 | $60K | Buy |
10
+1
| +11% | +$6K | 0.04% | 547 |
|
|
2019
Q3 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 1496 |
|
|
2019
Q2 | $0 | Buy |
8
+3
| +60% | – | ﹤0.01% | 1570 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1498 |
|
|
2018
Q3 | $2K | Buy |
39
+10
| +34% | +$513 | ﹤0.01% | 988 |
|
|
2018
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 1021 |
|
|
2018
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 988 |
|