Peak Asset Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,370
| Closed | -$248K | – | 149 |
|
|
2017
Q3 | $248K | Hold |
2,370
| – | – | 0.09% | 121 |
|
|
2017
Q2 | $237K | Sell |
2,370
-397
| -14% | -$39.7K | 0.09% | 126 |
|
|
2017
Q1 | $260K | Hold |
2,767
| – | – | 0.1% | 124 |
|
|
2016
Q4 | $255K | Buy |
2,767
+25
| +0.9% | +$2.3K | 0.1% | 125 |
|
|
2016
Q3 | $211K | Buy |
+2,742
| New | +$211K | 0.09% | 130 |
|