TWA
FRC
TCI Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-229
| Closed | -$3.2K | – | 2496 |
|
|
2023
Q1 | $3.2K | Buy |
229
+220
| +2,444% | +$3.08K | ﹤0.01% | 1821 |
|
|
2022
Q4 | $1.1K | Sell |
9
-2
| -18% | -$244 | ﹤0.01% | 2101 |
|
|
2022
Q3 | $1K | Buy |
11
+5
| +83% | +$455 | ﹤0.01% | 2215 |
|
|
2022
Q2 | $1K | Sell |
6
-39
| -87% | -$6.5K | ﹤0.01% | 2236 |
|
|
2022
Q1 | $7K | Sell |
45
-6
| -12% | -$933 | ﹤0.01% | 1377 |
|
|
2021
Q4 | $11K | Hold |
51
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q3 | $10K | Buy |
51
+18
| +55% | +$3.53K | ﹤0.01% | 1117 |
|
|
2021
Q2 | $6K | Hold |
33
| – | – | ﹤0.01% | 1370 |
|
|
2021
Q1 | $6K | Buy |
33
+19
| +136% | +$3.46K | ﹤0.01% | 1175 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1281 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1679 |
|
|
2020
Q2 | $1K | Sell |
6
-21
| -78% | -$3.5K | ﹤0.01% | 1391 |
|
|
2020
Q1 | $2K | Sell |
27
-25
| -48% | -$1.85K | ﹤0.01% | 1133 |
|
|
2019
Q4 | $6K | Sell |
52
-15
| -22% | -$1.73K | ﹤0.01% | 826 |
|
|
2019
Q3 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 774 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | – | – | 1579 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1712 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1621 |
|
|
2018
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1627 |
|
|
2018
Q1 | – | Sell |
-104
| Closed | -$9K | – | 1459 |
|
|
2017
Q4 | $9K | Hold |
104
| – | – | ﹤0.01% | 663 |
|
|
2017
Q3 | $11K | Buy |
+104
| New | +$11K | 0.01% | 584 |
|
|
2016
Q4 | – | Sell |
-36
| Closed | -$3K | – | 1476 |
|
|
2016
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 905 |
|