Concord Wealth Partners’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27
| Closed | -$3.29K | – | 1267 |
|
|
2022
Q4 | $3.29K | Buy |
+27
| New | +$3.29K | ﹤0.01% | 848 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$8K | – | 1258 |
|
|
2022
Q2 | $8K | Buy |
55
+20
| +57% | +$2.91K | ﹤0.01% | 743 |
|
|
2022
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 888 |
|
|
2021
Q4 | $7K | Buy |
35
+26
| +289% | +$5.2K | ﹤0.01% | 887 |
|
|
2021
Q3 | $2K | Sell |
9
-34
| -79% | -$7.56K | ﹤0.01% | 792 |
|
|
2021
Q2 | $8K | Hold |
43
| – | – | ﹤0.01% | 674 |
|
|
2021
Q1 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 639 |
|