Reilly Financial Advisors’s First Republic Bank FRC.PRA.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,150
| Closed | -$30K | – | 999 |
|
|
2016
Q1 | $30K | Hold |
1,150
| – | – | 0.01% | 367 |
|
|
2015
Q4 | $30K | Sell |
1,150
-1,700
| -60% | -$44.3K | 0.01% | 372 |
|
|
2015
Q3 | $74K | Hold |
2,850
| – | – | 0.01% | 308 |
|
|
2015
Q2 | $74K | Hold |
2,850
| – | – | 0.01% | 348 |
|
|
2015
Q1 | $75K | Hold |
2,850
| – | – | 0.01% | 328 |
|
|
2014
Q4 | $75K | Hold |
2,850
| – | – | 0.02% | 217 |
|
|
2014
Q3 | $72K | Hold |
2,850
| – | – | 0.02% | 214 |
|
|
2014
Q2 | $75K | Hold |
2,850
| – | – | 0.02% | 217 |
|
|
2014
Q1 | $72K | Hold |
2,850
| – | – | 0.02% | 224 |
|
|
2013
Q4 | $67K | Hold |
2,850
| – | – | 0.02% | 216 |
|
|
2013
Q3 | $67K | Hold |
2,850
| – | – | 0.02% | 182 |
|
|
2013
Q2 | $74K | Buy |
+2,850
| New | +$74K | 0.02% | 160 |
|