Marks Group Wealth Management’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.28M | Buy |
|
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|
2022
Q3 | $5.23M | Buy |
|
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|
2022
Q2 | $5.6M | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $3.19M | Sell |
|
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|
2021
Q3 | $6.5M | Sell |
|
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|
2021
Q2 | $6.4M | Sell |
|
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|
2021
Q1 | $6.15M | Sell |
|
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|
2020
Q4 | $6.22M | Sell |
|
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|
2020
Q3 | $4.76M | Sell |
|
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|
2020
Q2 | $4.68M | Sell |
|
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|
2020
Q1 | $3.74M | Sell |
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|
2019
Q4 | $5.43M | Buy |
|