Angeles Investment Advisors’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 |
-3,020
| Closed | -$368K | – | 166 |
|
2022
Q4 | $368K | Buy |
+3,020
| New | +$368K | 0.03% | 58 |
|
2022
Q3 | – | Sell |
-2,110
| Closed | -$304K | – | 119 |
|
2022
Q2 | $304K | Hold |
2,110
| – | – | 0.03% | 70 |
|
2022
Q1 | $342K | Sell |
2,110
-9
| -0.4% | -$1.46K | 0.02% | 79 |
|
2021
Q4 | $438K | Buy |
2,119
+9
| +0.4% | +$1.86K | 0.02% | 130 |
|
2021
Q3 | $407K | Buy |
+2,110
| New | +$407K | 0.02% | 126 |
|