Financial Gravity Companies’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$1K Buy
+22
New +$1.12K ﹤0.01% 1178
2018
Q1
$2K Buy
29
+5
+21% +$319 ﹤0.01% 988
2017
Q4
$2K Buy
+24
New +$1.46K ﹤0.01% 970

Other funds holding PFBC

Financial Gravity Companies's PFBC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Preferred Bank (PFBC) in Q4 2018: 22 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PFBC as recently as Q1 2018.

Financial Gravity Companies first reported a position in PFBC in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 137 funds tracked by Wall St. Rank hold PFBC as of Q4 2018.

  • Financial Gravity Companies held 22 shares of Preferred Bank worth $1K as of Q4 2018.
  • Preferred Bank was a new Financial Gravity Companies position in Q4 2018.
  • Preferred Bank made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1178 holding.
  • Financial Gravity Companies first reported a position in Preferred Bank in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Preferred Bank position peaked at $2K in Q1 2018.
  • 137 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.