Forum Financial Management’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,284
| Closed | -$278K | – | 647 |
|
|
2022
Q4 | $278K | Sell |
2,284
-16
| -0.7% | -$1.95K | 0.01% | 415 |
|
|
2022
Q3 | $300K | Hold |
2,300
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $332K | Buy |
2,300
+16
| +0.7% | +$2.31K | 0.02% | 326 |
|
|
2022
Q1 | $370K | Sell |
2,284
-65
| -3% | -$10.5K | 0.02% | 310 |
|
|
2021
Q4 | $485K | Buy |
+2,349
| New | +$485K | 0.02% | 259 |
|