EWA
FRG

EP Wealth Advisors’s Franchise Group, Inc. FRG Stock Holding History

EP Wealth Advisors’s Portfolio FRG Stock Details FRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-34,219
Closed -$397K – 782
2023
Q2 		$397K Buy
34,219
+7,642
+29% +$88.7K 0.01% 508
2023
Q1 		$662K Buy
26,577
+852
+3% +$21.2K 0.01% 361
2022
Q4 		$613K Buy
25,725
+375
+1% +$8.93K 0.01% 346
2022
Q3 		$616K Buy
+25,350
New +$616K 0.01% 270