Advantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $25K | Hold |
262
| – | – | 0.02% | 479 |
|
|
2019
Q2 | $26K | Sell |
262
-140
| -35% | -$13.9K | 0.02% | 474 |
|
|
2019
Q1 | $40K | Hold |
402
| – | – | 0.03% | 391 |
|
|
2018
Q4 | $35K | Buy |
402
+51
| +15% | +$4.44K | 0.03% | 407 |
|
|
2018
Q3 | $34K | Buy |
+351
| New | +$34K | 0.02% | 473 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$2K | – | 1142 |
|
|
2017
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 994 |
|