BTWM
FRC
Baker Tilly Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,587
| Closed | -$559K | – | 585 |
|
|
2022
Q4 | $559K | Buy |
4,587
+524
| +13% | +$63.9K | 0.07% | 292 |
|
|
2022
Q3 | $530K | Sell |
4,063
-181
| -4% | -$23.6K | 0.07% | 280 |
|
|
2022
Q2 | $612K | Buy |
4,244
+32
| +0.8% | +$4.62K | 0.08% | 256 |
|
|
2022
Q1 | $683K | Sell |
4,212
-493
| -10% | -$79.9K | 0.08% | 265 |
|
|
2021
Q4 | $972K | Buy |
4,705
+1,221
| +35% | +$252K | 0.1% | 205 |
|
|
2021
Q3 | $672K | Buy |
3,484
+410
| +13% | +$79.1K | 0.09% | 254 |
|
|
2021
Q2 | $575K | Buy |
3,074
+398
| +15% | +$74.4K | 0.09% | 249 |
|
|
2021
Q1 | $446K | Buy |
2,676
+1,125
| +73% | +$188K | 0.09% | 266 |
|
|
2020
Q4 | $228K | Buy |
+1,551
| New | +$228K | 0.07% | 295 |
|