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True Wealth Design’s Preferred Bank PFBC Stock Holding History

True Wealth Design’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$779 Sell
9
-84
-90% -$7.27K ﹤0.01% 1570
2025
Q1 		$7.78K Buy
93
+9
+11% +$753 ﹤0.01% 547
2024
Q4 		$7.26K Hold
84
– – ﹤0.01% 470
2024
Q3 		$6.74K Buy
+84
New +$6.74K ﹤0.01% 498