Valeo Financial Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-334
| Closed | -$17K | – | 1677 |
|
|
2019
Q3 | $17K | Hold |
334
| – | – | ﹤0.01% | 883 |
|
|
2019
Q2 | $16K | Hold |
334
| – | – | ﹤0.01% | 905 |
|
|
2019
Q1 | $15K | Hold |
334
| – | – | ﹤0.01% | 854 |
|
|
2018
Q4 | $14K | Hold |
334
| – | – | ﹤0.01% | 792 |
|
|
2018
Q3 | $17K | Hold |
334
| – | – | ﹤0.01% | 815 |
|
|
2018
Q2 | $20K | Hold |
334
| – | – | ﹤0.01% | 763 |
|
|
2018
Q1 | $21K | Hold |
334
| – | – | ﹤0.01% | 700 |
|
|
2017
Q4 | $20K | Hold |
334
| – | – | ﹤0.01% | 664 |
|
|
2017
Q3 | $20K | Buy |
+334
| New | +$20K | ﹤0.01% | 547 |
|