RFWA
FRC
RPg Family Wealth Advisory’s First Republic Bank FRC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-177
| Closed | -$28.7K | – | 343 |
|
2022
Q1 | $28.7K | Hold |
177
| – | – | 0.01% | 187 |
|
2021
Q4 | $36.6K | Hold |
177
| – | – | 0.01% | 182 |
|
2021
Q3 | $34.1K | Hold |
177
| – | – | 0.01% | 190 |
|
2021
Q2 | $33.1K | Buy |
+177
| New | +$33.1K | 0.01% | 194 |
|
2020
Q4 | $26K | Hold |
177
| – | – | 0.01% | 204 |
|
2020
Q3 | $19.3K | Hold |
177
| – | – | 0.01% | 220 |
|
2020
Q2 | $18.8K | Hold |
177
| – | – | 0.01% | 220 |
|
2020
Q1 | $14.6K | Hold |
177
| – | – | 0.01% | 219 |
|
2019
Q4 | $20.8K | Hold |
177
| – | – | 0.01% | 212 |
|
2019
Q3 | $17.1K | Hold |
177
| – | – | 0.01% | 241 |
|
2019
Q2 | $17.3K | Hold |
177
| – | – | 0.01% | 232 |
|
2019
Q1 | $17.8K | Hold |
177
| – | – | 0.01% | 237 |
|
2018
Q4 | $15.4K | Hold |
177
| – | – | 0.02% | 178 |
|
2018
Q3 | $17K | Hold |
177
| – | – | 0.01% | 201 |
|
2018
Q2 | $17.1K | Sell |
177
-324
| -65% | -$31.4K | 0.01% | 181 |
|
2018
Q1 | $46.4K | Hold |
501
| – | – | 0.04% | 122 |
|
2017
Q4 | $43.4K | Hold |
501
| – | – | 0.04% | 138 |
|
2017
Q3 | $52.3K | Hold |
501
| – | – | 0.04% | 134 |
|
2017
Q2 | $50.2K | Hold |
501
| – | – | 0.04% | 148 |
|
2017
Q1 | $47K | Buy |
+501
| New | +$47K | 0.04% | 129 |
|
2016
Q2 | – | Sell |
-200
| Closed | -$13.3K | – | 285 |
|
2016
Q1 | $13.3K | Sell |
200
-200
| -50% | -$13.3K | 0.01% | 223 |
|
2015
Q4 | $26.4K | Buy |
+400
| New | +$26.4K | 0.02% | 130 |
|