Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $111K | Buy |
579
+136
| +31% | +$26.1K | 0.02% | 409 |
|
|
2021
Q2 | $83K | Buy |
443
+21
| +5% | +$3.94K | 0.01% | 431 |
|
|
2021
Q1 | $70K | Buy |
422
+82
| +24% | +$13.6K | 0.01% | 378 |
|
|
2020
Q4 | $49K | Buy |
340
+6
| +2% | +$865 | 0.01% | 420 |
|
|
2020
Q3 | $36K | Hold |
334
| – | – | 0.01% | 434 |
|
|
2020
Q2 | $34K | Buy |
334
+88
| +36% | +$8.96K | 0.01% | 411 |
|
|
2020
Q1 | $19K | Buy |
246
+176
| +251% | +$13.6K | 0.01% | 516 |
|
|
2019
Q4 | $8K | Sell |
70
-10
| -13% | -$1.14K | ﹤0.01% | 851 |
|
|
2019
Q3 | $7K | Sell |
80
-12
| -13% | -$1.05K | ﹤0.01% | 862 |
|
|
2019
Q2 | $8K | Buy |
92
+84
| +1,050% | +$7.3K | ﹤0.01% | 837 |
|
|
2019
Q1 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 1524 |
|
|
2018
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1088 |
|