RWA
FRC

Roberts Wealth Advisors’s First Republic Bank FRC Stock Holding History

Roberts Wealth Advisors’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$425K Buy
2022
Q4 		$3.53M Buy
2022
Q3 		$4.01M Buy
2022
Q2 		$4.25M Buy
2022
Q1 		$4.39M Buy
2021
Q4 		$5.28M Sell
2021
Q3 		$5.27M Buy