Summit Wealth Group’s First Republic Bank FRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-30
Closed -$6K 230
2021
Q2
$6K Hold
30
0.01% 126
2021
Q1
$5K Buy
+30
New +$5K 0.01% 128