Moneta Group Investment Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,481
| Closed | -$209K | – | 558 |
|
|
2022
Q4 | $209K | Sell |
1,481
-258
| -15% | -$36.4K | 0.01% | 431 |
|
|
2022
Q3 | $227K | Sell |
1,739
-196
| -10% | -$25.6K | 0.01% | 394 |
|
|
2022
Q2 | $279K | Buy |
1,935
+220
| +13% | +$31.7K | 0.01% | 394 |
|
|
2022
Q1 | $278K | Buy |
1,715
+1
| +0.1% | +$162 | 0.01% | 371 |
|
|
2021
Q4 | $354K | Buy |
1,714
+3
| +0.2% | +$620 | 0.01% | 355 |
|
|
2021
Q3 | $330K | Sell |
1,711
-4
| -0.2% | -$771 | 0.02% | 346 |
|
|
2021
Q2 | $321K | Buy |
+1,715
| New | +$321K | 0.01% | 350 |
|
|
2018
Q1 | – | Sell |
-2,200
| Closed | -$203K | – | 729 |
|
|
2017
Q4 | $203K | Hold |
2,200
| – | – | 0.03% | 187 |
|
|
2017
Q3 | $230K | Buy |
+2,200
| New | +$230K | 0.04% | 179 |
|