Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-782
| Closed | -$95.3K | – | 861 |
|
|
2022
Q4 | $95.3K | Buy |
+782
| New | +$95.3K | 0.02% | 483 |
|
|
2020
Q1 | – | Sell |
-961
| Closed | -$103K | – | 1510 |
|
|
2019
Q4 | $103K | Sell |
961
-65
| -6% | -$6.97K | 0.03% | 493 |
|
|
2019
Q3 | $101K | Sell |
1,026
-70
| -6% | -$6.89K | 0.03% | 502 |
|
|
2019
Q2 | $108K | Buy |
1,096
+93
| +9% | +$9.16K | 0.03% | 481 |
|
|
2019
Q1 | $101K | Buy |
+1,003
| New | +$101K | 0.05% | 392 |
|