Meristem Family Wealth’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 | $472K | Sell |
2,913
-67
| -2% | -$10.9K | 0.05% | 192 |
|
|
2021
Q4 | $615K | Sell |
2,980
-57
| -2% | -$11.8K | 0.05% | 198 |
|
|
2021
Q3 | $586K | Buy |
3,037
+398
| +15% | +$76.8K | 0.06% | 198 |
|
|
2021
Q2 | $494K | Buy |
2,639
+505
| +24% | +$94.5K | 0.08% | 171 |
|
|
2021
Q1 | $356K | Buy |
2,134
+435
| +26% | +$72.6K | 0.07% | 165 |
|
|
2020
Q4 | $250K | Buy |
+1,699
| New | +$250K | 0.05% | 191 |
|