Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-267
| Closed | -$21K | – | 1090 |
|
|
2016
Q3 | $21K | Hold |
267
| – | – | 0.01% | 592 |
|
|
2016
Q2 | $19K | Hold |
267
| – | – | 0.01% | 608 |
|
|
2016
Q1 | $18K | Hold |
267
| – | – | 0.01% | 578 |
|
|
2015
Q4 | $18K | Hold |
267
| – | – | 0.01% | 615 |
|
|
2015
Q3 | $17K | Hold |
267
| – | – | 0.01% | 634 |
|
|
2015
Q2 | $17K | Buy |
267
+1
| +0.4% | +$64 | 0.01% | 657 |
|
|
2015
Q1 | $15K | Buy |
+266
| New | +$15K | 0.01% | 660 |
|