JFS Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-142
| Closed | -$17.3K | – | 1999 |
|
|
2022
Q4 | $17.3K | Buy |
142
+31
| +28% | +$3.78K | ﹤0.01% | 561 |
|
|
2022
Q3 | $14K | Buy |
111
+11
| +11% | +$1.39K | ﹤0.01% | 652 |
|
|
2022
Q2 | $14K | Sell |
100
-20
| -17% | -$2.8K | ﹤0.01% | 680 |
|
|
2022
Q1 | $19K | Buy |
120
+100
| +500% | +$15.8K | ﹤0.01% | 626 |
|
|
2021
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 899 |
|