EverSource Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-86
| Closed | -$1 | – | 3860 |
|
|
2024
Q3 | $1 | Hold |
86
| – | – | ﹤0.01% | 3033 |
|
|
2024
Q2 | $1 | Buy |
86
+71
| +473% | +$1 | ﹤0.01% | 3061 |
|
|
2024
Q1 | $1 | Hold |
15
| – | – | ﹤0.01% | 2895 |
|
|
2023
Q4 | $1 | Hold |
15
| – | – | ﹤0.01% | 2634 |
|
|
2023
Q3 | $1 | Hold |
15
| – | – | ﹤0.01% | 2492 |
|
|
2023
Q2 | $8 | Sell |
15
-79
| -84% | -$42 | ﹤0.01% | 2483 |
|
|
2023
Q1 | $1.32K | Sell |
94
-108
| -53% | -$1.51K | ﹤0.01% | 2053 |
|
|
2022
Q4 | $24.6K | Buy |
202
+46
| +29% | +$5.61K | ﹤0.01% | 999 |
|
|
2022
Q3 | $20K | Sell |
156
-15
| -9% | -$1.92K | ﹤0.01% | 916 |
|
|
2022
Q2 | $24K | Sell |
171
-225
| -57% | -$31.6K | 0.01% | 789 |
|
|
2022
Q1 | $64K | Sell |
396
-19
| -5% | -$3.07K | 0.02% | 428 |
|
|
2021
Q4 | $86K | Buy |
+415
| New | +$86K | 0.02% | 327 |
|