Dakota Wealth Management’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,122
| Closed | -$504K | – | 284 |
|
|
2020
Q1 | $504K | Buy |
6,122
+10
| +0.2% | +$823 | 0.11% | 148 |
|
|
2019
Q4 | $718K | Buy |
6,112
+10
| +0.2% | +$1.18K | 0.12% | 161 |
|
|
2019
Q3 | $590K | Sell |
6,102
-487
| -7% | -$47.1K | 0.1% | 170 |
|
|
2019
Q2 | $643K | Sell |
6,589
-2,489
| -27% | -$243K | 0.12% | 154 |
|
|
2019
Q1 | $912K | Buy |
9,078
+5,264
| +138% | +$529K | 0.18% | 121 |
|
|
2018
Q4 | $366K | Hold |
3,814
| – | – | 0.08% | 193 |
|
|
2018
Q3 | $366K | Buy |
3,814
+7
| +0.2% | +$672 | 0.08% | 186 |
|
|
2018
Q2 | $368K | Buy |
+3,807
| New | +$368K | 0.1% | 150 |
|