Glassman Wealth Services’s Preferred Bank PFBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13	Closed	-$950	–	1362
2023 Q4	$950	Hold	13	–	–	﹤0.01%	1565
2023 Q3	$809	Hold	13	–	–	﹤0.01%	1614
2023 Q2	$715	Buy	+13	New	+$715	﹤0.01%	1553