Prestige Wealth Management Group’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
Q2 | – | Sell |
-49
| Closed | -$686 | – | 1102 |
|
|
2023
Q1 | $686 | Buy |
49
+27
| +123% | +$378 | ﹤0.01% | 933 |
|
|
2022
Q4 | $2.68K | Sell |
22
-56
| -72% | -$6.83K | ﹤0.01% | 769 |
|
|
2022
Q3 | $10K | Buy |
78
+46
| +144% | +$5.9K | ﹤0.01% | 425 |
|
|
2022
Q2 | $5K | Buy |
32
+7
| +28% | +$1.09K | ﹤0.01% | 613 |
|
|
2022
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 691 |
|
|
2021
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 669 |
|
|
2021
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 665 |
|
|
2021
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 658 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 700 |
|
|
2020
Q4 | $4K | Buy |
25
+3
| +14% | +$480 | ﹤0.01% | 663 |
|
|
2020
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 725 |
|
|
2020
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 718 |
|
|
2020
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 699 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$6K | – | 1201 |
|
|
2018
Q4 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 562 |
|