OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-65
| Closed | -$7K | – | 1273 |
|
|
2019
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 955 |
|
|
2018
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 937 |
|
|
2018
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 913 |
|
|
2018
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 1153 |
|
|
2018
Q1 | $6K | Sell |
65
-19
| -23% | -$1.75K | ﹤0.01% | 1135 |
|
|
2017
Q4 | $7K | Buy |
84
+30
| +56% | +$2.5K | ﹤0.01% | 1049 |
|
|
2017
Q3 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 873 |
|