LWM
FRC

Lyell Wealth Management’s First Republic Bank FRC Stock Holding History

Lyell Wealth Management’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,150
Closed -$237K – 206
2021
Q4 		$237K Hold
1,150
– – 0.03% 172
2021
Q3 		$222K Sell
1,150
-10
-0.9% -$1.93K 0.03% 168
2021
Q2 		$217K Buy
+1,160
New +$217K 0.03% 178