Evolution Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-59
| Closed | -$11K | – | 665 |
|
|
2021
Q3 | $11K | Hold |
59
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $11K | Sell |
59
-48
| -45% | -$8.95K | ﹤0.01% | 400 |
|
|
2021
Q1 | $18K | Buy |
107
+48
| +81% | +$8.08K | ﹤0.01% | 318 |
|
|
2020
Q4 | $9K | Hold |
59
| – | – | ﹤0.01% | 371 |
|
|
2020
Q3 | $6K | Hold |
59
| – | – | ﹤0.01% | 429 |
|
|
2020
Q2 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 352 |
|
|
2020
Q1 | – | Sell |
-22
| Closed | -$3K | – | 667 |
|
|
2019
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 540 |
|
|
2019
Q3 | – | Sell |
-21
| Closed | -$2K | – | 603 |
|
|
2019
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 455 |
|