PWPS
FRC

Pinnacle Wealth Planning Services’s First Republic Bank FRC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,543
Closed -$201K – 494
2022
Q3 		$201K Buy
1,543
+31
+2% +$4.04K 0.04% 334
2022
Q2 		$218K Buy
+1,512
New +$218K 0.04% 325
2021
Q1 		– Sell
-832
Closed -$123K – 2130
2020
Q4 		$123K Buy
+832
New +$123K 0.03% 395