Stratos Wealth Partners’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,276
| Closed | -$158K | – | 1243 |
|
2023
Q1 | $158K | Buy |
+11,276
| New | +$158K | ﹤0.01% | 1057 |
|
2018
Q4 | – | Sell |
-61
| Closed | -$6K | – | 2685 |
|
2018
Q3 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 2409 |
|
2018
Q2 | – | Sell |
-75
| Closed | -$7K | – | 2770 |
|
2018
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 2503 |
|
2017
Q4 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 2358 |
|