HighMark Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-120
| Closed | -$1.68K | – | 631 |
|
|
2023
Q1 | $1.68K | Buy |
120
+87
| +264% | +$1.22K | ﹤0.01% | 518 |
|
|
2022
Q4 | $4.02K | Hold |
33
| – | – | ﹤0.01% | 368 |
|
|
2022
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 381 |
|
|
2022
Q2 | $5K | Hold |
33
| – | – | ﹤0.01% | 359 |
|
|
2022
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $7K | Hold |
33
| – | – | ﹤0.01% | 328 |
|
|
2021
Q3 | $6K | Hold |
33
| – | – | ﹤0.01% | 341 |
|
|
2021
Q2 | $6K | Sell |
33
-16
| -33% | -$2.91K | ﹤0.01% | 344 |
|
|
2021
Q1 | $8K | Sell |
49
-18
| -27% | -$2.94K | 0.01% | 283 |
|
|
2020
Q4 | $10K | Hold |
67
| – | – | 0.01% | 241 |
|
|
2020
Q3 | $7K | Hold |
67
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $7K | Hold |
67
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $5K | Sell |
67
-48
| -42% | -$3.58K | 0.01% | 240 |
|
|
2019
Q4 | $13K | Buy |
+115
| New | +$13K | 0.01% | 172 |
|