Lenox Wealth Advisors’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $15K | Hold |
96
| – | – | ﹤0.01% | 422 |
|
|
2021
Q4 | $20K | Buy |
96
+12
| +14% | +$2.5K | ﹤0.01% | 403 |
|
|
2021
Q3 | $16K | Buy |
84
+3
| +4% | +$571 | ﹤0.01% | 405 |
|
|
2021
Q2 | $15K | Sell |
81
-22
| -21% | -$4.07K | ﹤0.01% | 415 |
|
|
2021
Q1 | $17K | Buy |
103
+24
| +30% | +$3.96K | ﹤0.01% | 341 |
|
|
2020
Q4 | $12K | Hold |
79
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $9K | Hold |
79
| – | – | ﹤0.01% | 392 |
|
|
2020
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 402 |
|
|
2020
Q1 | $7K | Hold |
79
| – | – | ﹤0.01% | 392 |
|
|
2019
Q4 | $9K | Hold |
79
| – | – | ﹤0.01% | 428 |
|
|
2019
Q3 | $8K | Hold |
79
| – | – | ﹤0.01% | 382 |
|
|
2019
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 296 |
|
|
2019
Q1 | $8K | Hold |
79
| – | – | ﹤0.01% | 302 |
|
|
2018
Q4 | $7K | Hold |
79
| – | – | ﹤0.01% | 280 |
|
|
2018
Q3 | $8K | Hold |
79
| – | – | ﹤0.01% | 291 |
|
|
2018
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 407 |
|
|
2018
Q1 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 399 |
|