Motive Wealth Advisors’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
Q4 | – | Sell |
-1,929
| Closed | -$252K | – | 65 |
|
|
2022
Q3 | $252K | Sell |
1,929
-3,566
| -65% | -$466K | 0.2% | 46 |
|
|
2022
Q2 | $792K | Buy |
5,495
+386
| +8% | +$55.6K | 0.62% | 35 |
|
|
2022
Q1 | $828K | Buy |
5,109
+1,243
| +32% | +$201K | 0.57% | 37 |
|
|
2021
Q4 | $798K | Sell |
3,866
-124
| -3% | -$25.6K | 0.48% | 40 |
|
|
2021
Q3 | $770K | Sell |
3,990
-478
| -11% | -$92.2K | 0.52% | 42 |
|
|
2021
Q2 | $836K | Buy |
+4,468
| New | +$836K | 0.6% | 39 |
|