SSWM
FRC
Sheets Smith Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,949
| Closed | -$1.04M | – | 334 |
|
|
2017
Q3 | $1.04M | Sell |
9,949
-106
| -1% | -$11.1K | 0.26% | 103 |
|
|
2017
Q2 | $1.01M | Sell |
10,055
-315
| -3% | -$31.5K | 0.27% | 106 |
|
|
2017
Q1 | $973K | Sell |
10,370
-114
| -1% | -$10.7K | 0.26% | 112 |
|
|
2016
Q4 | $966K | Sell |
10,484
-625
| -6% | -$57.6K | 0.27% | 102 |
|
|
2016
Q3 | $857K | Sell |
11,109
-491
| -4% | -$37.9K | 0.24% | 126 |
|
|
2016
Q2 | $812K | Buy |
+11,600
| New | +$812K | 0.24% | 143 |
|