BCPWM
FRC
Bradley & Co Private 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 |
-680
| Closed | -$9.51K | – | 185 |
|
|
2023
Q1 | $9.51K | Hold |
680
| – | – | 0.01% | 114 |
|
|
2022
Q4 | $82.9K | Hold |
680
| – | – | 0.1% | 46 |
|
|
2022
Q3 | $89K | Hold |
680
| – | – | 0.11% | 53 |
|
|
2022
Q2 | $98K | Hold |
680
| – | – | 0.11% | 62 |
|
|
2022
Q1 | $110K | Hold |
680
| – | – | 0.09% | 62 |
|
|
2021
Q4 | $140K | Hold |
680
| – | – | 0.11% | 60 |
|
|
2021
Q3 | $131K | Hold |
680
| – | – | 0.11% | 60 |
|
|
2021
Q2 | $127K | Hold |
680
| – | – | 0.11% | 64 |
|
|
2021
Q1 | $113K | Buy |
+680
| New | +$113K | 0.1% | 68 |
|