HGWM
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Harvest Group Wealth Management’s Preferred Bank PFBC Stock Holding History

Harvest Group Wealth Management’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed -$1K – 517
2020
Q4 		$1K Hold
11
– – ﹤0.01% 526
2020
Q3 		$0 Hold
11
– – ﹤0.01% 767
2020
Q2 		$0 Hold
11
– – ﹤0.01% 776
2020
Q1 		$0 Buy
+11
New – ﹤0.01% 878