Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Preferred Bank PFBC Stock Holding History

Wealth Enhancement Advisory Services’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 		$225K Buy
+2,456
New +$225K ﹤0.01% 2874
2025
Q1 		– Sell
-2,418
Closed -$209K – 3061
2024
Q4 		$209K Buy
+2,418
New +$209K ﹤0.01% 2639