Evoke Wealth’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-260
| Closed | -$34K | – | 1218 |
|
|
2022
Q3 | $34K | Buy |
260
+16
| +7% | +$2.09K | ﹤0.01% | 572 |
|
|
2022
Q2 | $35K | Buy |
244
+17
| +7% | +$2.44K | ﹤0.01% | 571 |
|
|
2022
Q1 | $37K | Buy |
227
+13
| +6% | +$2.12K | ﹤0.01% | 565 |
|
|
2021
Q4 | $44K | Hold |
214
| – | – | ﹤0.01% | 550 |
|
|
2021
Q3 | $41K | Buy |
214
+60
| +39% | +$11.5K | ﹤0.01% | 537 |
|
|
2021
Q2 | $29K | Hold |
154
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $26K | Hold |
154
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $23K | Hold |
154
| – | – | ﹤0.01% | 483 |
|
|
2020
Q3 | $17K | Hold |
154
| – | – | ﹤0.01% | 501 |
|
|
2020
Q2 | $16K | Hold |
154
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $12.7K | Sell |
154
-8,148
| -98% | -$670K | ﹤0.01% | 487 |
|
|
2019
Q4 | $975K | Buy |
8,302
+372
| +5% | +$43.7K | 0.12% | 81 |
|
|
2019
Q3 | $767K | Buy |
+7,930
| New | +$767K | 0.09% | 112 |
|