TRUE Private Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-295
| Closed | -$43K | – | 744 |
|
|
2020
Q4 | $43K | Hold |
295
| – | – | 0.01% | 364 |
|
|
2020
Q3 | $32K | Hold |
295
| – | – | 0.01% | 379 |
|
|
2020
Q2 | $31K | Hold |
295
| – | – | 0.01% | 370 |
|
|
2020
Q1 | $24K | Hold |
295
| – | – | 0.01% | 363 |
|
|
2019
Q4 | $34K | Buy |
+295
| New | +$34K | 0.01% | 412 |
|
|
2019
Q3 | – | Sell |
-295
| Closed | -$28K | – | 771 |
|
|
2019
Q2 | $28K | Buy |
+295
| New | +$28K | ﹤0.01% | 412 |
|
|
2018
Q4 | – | Sell |
-368
| Closed | -$35.3K | – | 974 |
|
|
2018
Q3 | $35.3K | Buy |
+368
| New | +$35.3K | 0.01% | 516 |
|