Global Retirement Partners’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
Q2 | – | Sell |
-18,074
| Closed | -$6.03K | – | 3276 |
|
|
2023
Q1 | $6.03K | Buy |
18,074
+18,039
| +51,540% | +$6.02K | ﹤0.01% | 2100 |
|
|
2022
Q4 | $4.3K | Sell |
35
-9
| -20% | -$1.11K | ﹤0.01% | 2078 |
|
|
2022
Q3 | $5K | Sell |
44
-16
| -27% | -$1.82K | ﹤0.01% | 1965 |
|
|
2022
Q2 | $9K | Sell |
60
-8
| -12% | -$1.2K | ﹤0.01% | 1702 |
|
|
2022
Q1 | $10K | Buy |
+68
| New | +$10K | ﹤0.01% | 1640 |
|
|
2021
Q4 | – | Sell |
-4
| Closed | -$1K | – | 1966 |
|
|
2021
Q3 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 1964 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1844 |
|
|
2021
Q1 | – | Sell |
-65
| Closed | -$10K | – | 1926 |
|
|
2020
Q4 | $10K | Hold |
65
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 1256 |
|
|
2019
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 1215 |
|
|
2019
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 1277 |
|
|
2019
Q2 | $6K | Sell |
65
-68
| -51% | -$6.28K | ﹤0.01% | 1260 |
|
|
2019
Q1 | $13K | Hold |
133
| – | – | ﹤0.01% | 992 |
|
|
2018
Q4 | $12K | Hold |
133
| – | – | ﹤0.01% | 922 |
|
|
2018
Q3 | $13K | Sell |
133
-35
| -21% | -$3.42K | ﹤0.01% | 970 |
|
|
2018
Q2 | $16K | Hold |
168
| – | – | ﹤0.01% | 878 |
|
|
2018
Q1 | $16K | Sell |
168
-27
| -14% | -$2.57K | ﹤0.01% | 839 |
|
|
2017
Q4 | $17K | Buy |
195
+37
| +23% | +$3.23K | ﹤0.01% | 770 |
|
|
2017
Q3 | $17K | Sell |
158
-5
| -3% | -$538 | 0.01% | 696 |
|
|
2017
Q2 | $16K | Buy |
163
+65
| +66% | +$6.38K | 0.01% | 667 |
|
|
2017
Q1 | $9K | Hold |
98
| – | – | 0.01% | 789 |
|
|
2016
Q4 | $9K | Buy |
+98
| New | +$9K | 0.01% | 729 |
|