Bellevue Asset Management’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 582 |
|
|
2021
Q4 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 562 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 577 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 581 |
|
|
2021
Q1 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 638 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 640 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$1K | – | 627 |
|
|
2020
Q2 | $1K | Sell |
10
-5
| -33% | -$500 | ﹤0.01% | 605 |
|
|
2020
Q1 | $2K | Sell |
15
-6
| -29% | -$800 | ﹤0.01% | 540 |
|
|
2019
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 471 |
|