Mount Yale Investment Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $112K | Buy |
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|
2018
Q2 | $121K | Sell |
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|
2018
Q1 | $129K | Buy |
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