Clearstead Advisors’s First Republic Bank FRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-107
Closed -$1.5K 1459
2023
Q1
$1.5K Buy
+107
New +$1.5K ﹤0.01% 1185
2021
Q3
Sell
-212
Closed -$40K 1421
2021
Q2
$40K Buy
+212
New +$40K ﹤0.01% 593