BerganKDV Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$354 | – | 1110 |
|
|
2023
Q1 | $354 | Sell |
25
-16
| -39% | -$227 | ﹤0.01% | 1001 |
|
|
2022
Q4 | $5.03K | Buy |
41
+2
| +5% | +$245 | ﹤0.01% | 673 |
|
|
2022
Q3 | $5K | Hold |
39
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $6K | Hold |
39
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $6K | Hold |
39
| – | – | ﹤0.01% | 710 |
|
|
2021
Q4 | $8K | Hold |
39
| – | – | ﹤0.01% | 716 |
|
|
2021
Q3 | $8K | Hold |
39
| – | – | ﹤0.01% | 684 |
|
|
2021
Q2 | $7K | Hold |
39
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $7K | Hold |
39
| – | – | ﹤0.01% | 632 |
|
|
2020
Q4 | $6K | Hold |
39
| – | – | ﹤0.01% | 646 |
|
|
2020
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $4K | Sell |
39
-2
| -5% | -$205 | ﹤0.01% | 676 |
|
|
2020
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 704 |
|
|
2019
Q4 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 636 |
|