Financial Architects (New Jersey)’s First Bank FRBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,500
| Closed | -$60K | – | 1379 |
|
|
2017
Q3 | $60K | Sell |
4,500
-998
| -18% | -$13.3K | 0.01% | 562 |
|
|
2017
Q2 | $64K | Hold |
5,498
| – | – | 0.01% | 524 |
|
|
2017
Q1 | $66K | Hold |
5,498
| – | – | 0.01% | 530 |
|
|
2016
Q4 | $64K | Sell |
5,498
-3,300
| -38% | -$38.4K | 0.02% | 500 |
|
|
2016
Q3 | $74K | Sell |
8,798
-202
| -2% | -$1.7K | 0.02% | 462 |
|
|
2016
Q2 | $62K | Buy |
+9,000
| New | +$62K | 0.02% | 486 |
|