RWA
FRC
Roberts Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,842
| Closed | -$425K | – | 87 |
|
|
2023
Q1 | $425K | Buy |
30,842
+1,765
| +6% | +$24.3K | 0.2% | 72 |
|
|
2022
Q4 | $3.53M | Buy |
29,077
+274
| +1% | +$33.3K | 1.71% | 16 |
|
|
2022
Q3 | $4.01M | Buy |
28,803
+647
| +2% | +$90K | 1.97% | 12 |
|
|
2022
Q2 | $4.25M | Buy |
28,156
+1,042
| +4% | +$157K | 1.85% | 11 |
|
|
2022
Q1 | $4.39M | Buy |
27,114
+359
| +1% | +$58.1K | 1.72% | 14 |
|
|
2021
Q4 | $5.28M | Sell |
26,755
-572
| -2% | -$113K | 1.9% | 11 |
|
|
2021
Q3 | $5.27M | Buy |
+27,327
| New | +$5.27M | 2.09% | 11 |
|