TA
FRC
Tiedemann Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-23,814
| Closed | -$1.84M | – | 355 |
|
|
2017
Q3 | $1.84M | Sell |
23,814
-3,570
| -13% | -$275K | 0.17% | 105 |
|
|
2017
Q2 | $2.74M | Hold |
27,384
| – | – | 0.2% | 96 |
|
|
2017
Q1 | $2.57M | Buy |
27,384
+5,187
| +23% | +$487K | 0.22% | 100 |
|
|
2016
Q4 | $2.05M | Buy |
+22,197
| New | +$2.05M | 0.2% | 89 |
|