Shine Investment Advisory Services’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $18K | Hold |
166
| – | – | 0.01% | 466 |
|
|
2020
Q2 | $18K | Hold |
166
| – | – | 0.01% | 470 |
|
|
2020
Q1 | $14K | Buy |
166
+68
| +69% | +$5.74K | 0.01% | 478 |
|
|
2019
Q4 | $12K | Sell |
98
-97
| -50% | -$11.9K | ﹤0.01% | 552 |
|
|
2019
Q3 | $19K | Hold |
195
| – | – | 0.01% | 467 |
|
|
2019
Q2 | $19K | Sell |
195
-65
| -25% | -$6.33K | 0.01% | 462 |
|
|
2019
Q1 | $26K | Buy |
260
+10
| +4% | +$1K | 0.01% | 430 |
|
|
2018
Q4 | $22K | Sell |
250
-581
| -70% | -$51.1K | 0.01% | 430 |
|
|
2018
Q3 | $80K | Sell |
831
-172
| -17% | -$16.6K | 0.04% | 223 |
|
|
2018
Q2 | $97K | Buy |
1,003
+81
| +9% | +$7.83K | 0.05% | 182 |
|
|
2018
Q1 | $85K | Buy |
922
+110
| +14% | +$10.1K | 0.05% | 199 |
|
|
2017
Q4 | $70K | Sell |
812
-356
| -30% | -$30.7K | 0.03% | 239 |
|
|
2017
Q3 | $122K | Sell |
1,168
-113
| -9% | -$11.8K | 0.06% | 139 |
|
|
2017
Q2 | $128K | Buy |
+1,281
| New | +$128K | 0.07% | 126 |
|