NewEdge 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
2023
Q1
Sell
-12,001
Closed -$1.46M 643
2022
Q4
$1.46M Sell
12,001
-527
-4% -$64.2K 0.06% 247
2022
Q3
$1.64M Buy
12,528
+2,347
+23% +$306K 0.08% 216
2022
Q2
$1.47M Buy
+10,181
New +$1.47M 0.07% 232