Bell 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
Q2 | – | Sell |
-101
| Closed | -$1.41K | – | 2019 |
|
|
2023
Q1 | $1.41K | Buy |
101
+4
| +4% | +$56 | ﹤0.01% | 1425 |
|
|
2022
Q4 | $11.8K | Buy |
97
+18
| +23% | +$2.19K | ﹤0.01% | 431 |
|
|
2022
Q3 | $10K | Sell |
79
-29
| -27% | -$3.67K | ﹤0.01% | 433 |
|
|
2022
Q2 | $16K | Buy |
+108
| New | +$16K | ﹤0.01% | 320 |
|
|
2021
Q4 | $16K | Buy |
76
+17
| +29% | +$3.58K | ﹤0.01% | 369 |
|
|
2021
Q3 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 439 |
|