AWM
FRC
Avitas Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-34,679
| Closed | -$3.48M | – | 183 |
|
|
2019
Q1 | $3.48M | Buy |
34,679
+249
| +0.7% | +$25K | 1.01% | 32 |
|
|
2018
Q4 | $2.99M | Sell |
34,430
-366
| -1% | -$31.8K | 0.98% | 38 |
|
|
2018
Q3 | $3.34M | Buy |
34,796
+749
| +2% | +$71.9K | 0.95% | 36 |
|
|
2018
Q2 | $3.3M | Buy |
+34,047
| New | +$3.3M | 1.03% | 26 |
|