RWA
FRC
Ropes Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,488
| Closed | -$215K | – | 281 |
|
|
2022
Q2 | $215K | Buy |
1,488
+186
| +14% | +$26.9K | 0.04% | 252 |
|
|
2022
Q1 | $211K | Hold |
1,302
| – | – | 0.04% | 275 |
|
|
2021
Q4 | $269K | Buy |
1,302
+188
| +17% | +$38.8K | 0.05% | 233 |
|
|
2021
Q3 | $215K | Hold |
1,114
| – | – | 0.03% | 264 |
|
|
2021
Q2 | $209K | Buy |
+1,114
| New | +$209K | 0.03% | 255 |
|
|
2021
Q1 | – | Sell |
-525
| Closed | -$77K | – | 848 |
|
|
2020
Q4 | $77K | Hold |
525
| – | – | 0.01% | 338 |
|
|
2020
Q3 | $57K | Hold |
525
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $56K | Hold |
525
| – | – | 0.01% | 306 |
|
|
2020
Q1 | $43K | Hold |
525
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $62K | Hold |
525
| – | – | 0.01% | 319 |
|
|
2019
Q3 | $51K | Hold |
525
| – | – | 0.01% | 338 |
|
|
2019
Q2 | $51K | Hold |
525
| – | – | 0.01% | 334 |
|
|
2019
Q1 | $53K | Hold |
525
| – | – | 0.01% | 323 |
|
|
2018
Q4 | $46K | Hold |
525
| – | – | 0.01% | 313 |
|
|
2018
Q3 | $50K | Hold |
525
| – | – | 0.01% | 338 |
|
|
2018
Q2 | $51K | Hold |
525
| – | – | 0.01% | 349 |
|
|
2018
Q1 | $49K | Hold |
525
| – | – | 0.01% | 337 |
|
|
2017
Q4 | $45K | Hold |
525
| – | – | 0.01% | 362 |
|
|
2017
Q3 | $55K | Hold |
525
| – | – | 0.01% | 324 |
|
|
2017
Q2 | $53K | Hold |
525
| – | – | 0.02% | 324 |
|
|
2017
Q1 | $49K | Buy |
+525
| New | +$49K | 0.01% | 333 |
|