Abbot Financial Management’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,323
| Closed | -$283K | – | 116 |
|
|
2022
Q4 | $283K | Buy |
2,323
+15
| +0.6% | +$1.83K | 0.19% | 99 |
|
|
2022
Q3 | $301K | Sell |
2,308
-161
| -7% | -$21K | 0.21% | 91 |
|
|
2022
Q2 | $356K | Sell |
2,469
-3
| -0.1% | -$433 | 0.22% | 93 |
|
|
2022
Q1 | $401K | Buy |
2,472
+445
| +22% | +$72.2K | 0.2% | 97 |
|
|
2021
Q4 | $419K | Hold |
2,027
| – | – | 0.19% | 98 |
|
|
2021
Q3 | $391K | Buy |
2,027
+503
| +33% | +$97K | 0.18% | 103 |
|
|
2021
Q2 | $285K | Buy |
1,524
+226
| +17% | +$42.3K | 0.12% | 115 |
|
|
2021
Q1 | $216K | Buy |
+1,298
| New | +$216K | 0.1% | 125 |
|