Edge Wealth Management’s First Republic Bank FRC.PRE.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$26K | – | 642 |
|
|
2018
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 336 |
|
|
2018
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 328 |
|
|
2018
Q1 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 287 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$27K | – | 579 |
|
|
2017
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 283 |
|
|
2017
Q2 | $27K | Buy |
+1,000
| New | +$27K | 0.01% | 272 |
|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$54K | – | 546 |
|
|
2016
Q4 | $54K | Hold |
2,000
| – | – | 0.02% | 182 |
|
|
2016
Q3 | $55K | Buy |
+2,000
| New | +$55K | 0.02% | 174 |
|