LWAM
FRC
Legacy Wealth Asset Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,663
| Closed | -$217K | – | 350 |
|
|
2022
Q3 | $217K | Buy |
1,663
+17
| +1% | +$2.22K | 0.09% | 298 |
|
|
2022
Q2 | $237K | Sell |
1,646
-39
| -2% | -$5.62K | 0.1% | 265 |
|
|
2022
Q1 | $273K | Buy |
1,685
+15
| +0.9% | +$2.43K | 0.1% | 260 |
|
|
2021
Q4 | $345K | Sell |
1,670
-32
| -2% | -$6.61K | 0.12% | 246 |
|
|
2021
Q3 | $328K | Sell |
1,702
-26
| -2% | -$5.01K | 0.15% | 228 |
|
|
2021
Q2 | $323K | Sell |
1,728
-108
| -6% | -$20.2K | 0.14% | 239 |
|
|
2021
Q1 | $306K | Buy |
1,836
+3
| +0.2% | +$500 | 0.14% | 241 |
|
|
2020
Q4 | $269K | Buy |
+1,833
| New | +$269K | 0.14% | 247 |
|