Arkadios Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,738
| Closed | -$528K | – | 1893 |
|
|
2021
Q3 | $528K | Sell |
2,738
-1,789
| -40% | -$345K | 0.08% | 279 |
|
|
2021
Q2 | $847K | Buy |
+4,527
| New | +$847K | 0.1% | 230 |
|
|
2021
Q1 | – | Sell |
-46
| Closed | -$6K | – | 1783 |
|
|
2020
Q4 | $6K | Hold |
46
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q3 | $5.83K | Hold |
46
| – | – | ﹤0.01% | 828 |
|
|
2020
Q2 | $5K | Sell |
46
-51
| -53% | -$5.55K | ﹤0.01% | 782 |
|
|
2020
Q1 | $8K | Hold |
97
| – | – | 0.01% | 685 |
|
|
2019
Q4 | $11.5K | Buy |
+97
| New | +$11.5K | 0.01% | 563 |
|