Baldwin Wealth Partners’s First Republic Bank FRC.PRA.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-58,330
| Closed | -$1.48M | – | 262 |
|
|
2014
Q1 | $1.48M | Sell |
58,330
-1,000
| -2% | -$25.4K | 0.24% | 88 |
|
|
2013
Q4 | $1.41M | Sell |
59,330
-31,750
| -35% | -$752K | 0.23% | 95 |
|
|
2013
Q3 | $2.16M | Sell |
91,080
-69,445
| -43% | -$1.65M | 0.39% | 64 |
|
|
2013
Q2 | $4.19M | Buy |
+160,525
| New | +$4.19M | 0.83% | 41 |
|