Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$2.1K | – | 1031 |
|
|
2023
Q1 | $2.1K | Buy |
150
+105
| +233% | +$1.47K | ﹤0.01% | 717 |
|
|
2022
Q4 | $5.49K | Sell |
45
-74
| -62% | -$9.02K | ﹤0.01% | 652 |
|
|
2022
Q3 | $16K | Buy |
119
+74
| +164% | +$9.95K | ﹤0.01% | 541 |
|
|
2022
Q2 | $6K | Sell |
45
-16
| -26% | -$2.13K | ﹤0.01% | 737 |
|
|
2022
Q1 | $10K | Hold |
61
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $13K | Buy |
+61
| New | +$13K | ﹤0.01% | 306 |
|
|
2021
Q3 | – | Sell |
-6
| Closed | -$1K | – | 482 |
|
|
2021
Q2 | $1K | Sell |
6
-33
| -85% | -$5.5K | ﹤0.01% | 457 |
|
|
2021
Q1 | $7K | Hold |
39
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $6K | Hold |
39
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 423 |
|