Wealthcare Advisory Partners’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
Q2 | – | Sell |
-25
| Closed | -$4K | – | 2020 |
|
|
2021
Q1 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 1747 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$2K | – | 1457 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 1226 |
|
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1217 |
|
|
2019
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1107 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1144 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1146 |
|
|
2018
Q1 | $2K | Sell |
25
-40
| -62% | -$3.2K | ﹤0.01% | 984 |
|
|
2017
Q4 | $6K | Buy |
65
+40
| +160% | +$3.69K | ﹤0.01% | 770 |
|
|
2017
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 744 |
|