Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60
| Closed | -$13K | – | 1178 |
|
|
2021
Q3 | $13K | Buy |
60
+27
| +82% | +$5.85K | ﹤0.01% | 777 |
|
|
2021
Q2 | $6K | Hold |
33
| – | – | ﹤0.01% | 772 |
|
|
2021
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 749 |
|
|
2020
Q4 | $4K | Sell |
33
-4
| -11% | -$485 | ﹤0.01% | 745 |
|
|
2020
Q3 | $4K | Buy |
37
+22
| +147% | +$2.38K | ﹤0.01% | 682 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 759 |
|
|
2020
Q1 | $1K | Sell |
15
-18
| -55% | -$1.2K | ﹤0.01% | 863 |
|
|
2019
Q4 | $4K | Buy |
33
+18
| +120% | +$2.18K | ﹤0.01% | 712 |
|
|
2019
Q3 | $1K | Sell |
15
-42
| -74% | -$2.8K | ﹤0.01% | 840 |
|
|
2019
Q2 | $6K | Buy |
57
+42
| +280% | +$4.42K | 0.01% | 644 |
|
|
2019
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 704 |
|