Preferred Bank, Los Angeles shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Preferred Bank, Los Angeles (PFBC) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Preferred Bank, Los Angeles
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Quarterly reported holdings in Preferred Bank, Los Angeles by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $294k | 3.4k | 86.39 |
| 2024-09-30 | $269k | 3.3k | 80.25 |
| 2024-06-30 | $255k | 3.4k | 75.48 |
| 2024-03-31 | $263k | 3.4k | 76.78 |
| 2022-12-31 | $236k | 3.2k | 74.63 |
| 2022-09-30 | $241k | 3.7k | 65.28 |
| 2022-06-30 | $255k | 3.8k | 68.00 |
| 2022-03-31 | $251k | 3.4k | 74.04 |
| 2021-12-31 | $225k | 3.1k | 71.91 |
| 2021-09-30 | $212k | 3.2k | 66.65 |
| 2021-06-30 | $202k | 3.2k | 63.22 |
| 2021-03-31 | $206k | 3.2k | 63.70 |
| 2018-09-30 | $112k | 2.1k | 52.93 |
| 2018-06-30 | $121k | 2.0k | 61.36 |
| 2018-03-31 | $129k | 2.0k | 64.34 |
More positions owned by Mount Yale Investment Advisors
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