Squar Milner Financial 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
Q2 | – | Sell |
-994
| Closed | -$81K | – | 796 |
|
|
2020
Q1 | $81K | Buy |
994
+194
| +24% | +$15.8K | 0.05% | 307 |
|
|
2019
Q4 | $93K | Buy |
+800
| New | +$93K | 0.05% | 342 |
|
|
2019
Q3 | – | Sell |
-55
| Closed | -$5K | – | 777 |
|
|
2019
Q2 | $5K | Sell |
55
-49
| -47% | -$4.46K | ﹤0.01% | 605 |
|
|
2019
Q1 | $10K | Hold |
104
| – | – | 0.01% | 531 |
|
|
2018
Q4 | $9K | Hold |
104
| – | – | 0.01% | 491 |
|
|
2018
Q3 | $10K | Hold |
104
| – | – | 0.01% | 506 |
|
|
2018
Q2 | $10K | Buy |
+104
| New | +$10K | 0.01% | 593 |
|