BFA
FRC

BMS Financial Advisors’s First Republic Bank FRC Stock Holding History

BMS Financial Advisors’s Portfolio FRC Stock Details FRC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,336
Closed -$541K – 111
2022
Q1 		$541K Buy
3,336
+214
+7% +$34.7K 0.34% 59
2021
Q4 		$645K Buy
+3,122
New +$645K 0.41% 49