RMR Wealth Builders’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,966
| Closed | -$240K | – | 219 |
|
|
2022
Q4 | $240K | Hold |
1,966
| – | – | 0.05% | 169 |
|
|
2022
Q3 | $257K | Buy |
1,966
+113
| +6% | +$14.8K | 0.06% | 156 |
|
|
2022
Q2 | $267K | Hold |
1,853
| – | – | 0.07% | 152 |
|
|
2022
Q1 | $300K | Buy |
+1,853
| New | +$300K | 0.06% | 156 |
|
|
2021
Q4 | – | Sell |
-1,853
| Closed | -$357K | – | 207 |
|
|
2021
Q3 | $357K | Hold |
1,853
| – | – | 0.1% | 123 |
|
|
2021
Q2 | $347K | Hold |
1,853
| – | – | 0.11% | 122 |
|
|
2021
Q1 | $309K | Hold |
1,853
| – | – | 0.08% | 130 |
|
|
2020
Q4 | $272K | Hold |
1,853
| – | – | 0.13% | 118 |
|
|
2020
Q3 | $202K | Hold |
1,853
| – | – | 0.05% | 202 |
|
|
2020
Q2 | $196K | Buy |
+1,853
| New | +$196K | 0.17% | 116 |
|
|
2019
Q4 | $218K | Buy |
+1,853
| New | +$218K | 0.21% | 105 |
|