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WealthPLAN Partners’s Preferred Bank PFBC Stock Holding History

WealthPLAN Partners’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,359
Closed -$74.5K – 1364
2023
Q1 		$74.5K Buy
+1,359
New +$74.5K 0.01% 485