TrueWealth LLC’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25
| Closed | -$2K | – | 787 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 669 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 657 |
|
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 655 |
|
|
2019
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 672 |
|
|
2019
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 651 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 677 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 747 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 757 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 724 |
|
|
2017
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 825 |
|