AIA
FRC
Alera Investment Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,458
| Closed | -$884K | – | 202 |
|
|
2022
Q1 | $884K | Buy |
+5,458
| New | +$884K | 0.2% | 68 |
|
|
2019
Q2 | – | Sell |
-84
| Closed | -$8K | – | 1101 |
|
|
2019
Q1 | $8K | Buy |
84
+14
| +20% | +$1.33K | ﹤0.01% | 538 |
|
|
2018
Q4 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 579 |
|