Wealthfront Advisers’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-38,782
| Closed | -$543K | – | 846 |
|
|
2023
Q1 | $543K | Buy |
38,782
+33,790
| +677% | +$473K | ﹤0.01% | 642 |
|
|
2022
Q4 | $608K | Buy |
4,992
+733
| +17% | +$89.3K | ﹤0.01% | 599 |
|
|
2022
Q3 | $556K | Sell |
4,259
-867
| -17% | -$113K | ﹤0.01% | 578 |
|
|
2022
Q2 | $739K | Buy |
5,126
+2,765
| +117% | +$399K | ﹤0.01% | 526 |
|
|
2022
Q1 | $382K | Sell |
2,361
-492
| -17% | -$79.6K | ﹤0.01% | 678 |
|
|
2021
Q4 | $589K | Buy |
2,853
+382
| +15% | +$78.9K | ﹤0.01% | 567 |
|
|
2021
Q3 | $477K | Buy |
2,471
+527
| +27% | +$102K | ﹤0.01% | 565 |
|
|
2021
Q2 | $364K | Buy |
1,944
+270
| +16% | +$50.6K | ﹤0.01% | 556 |
|
|
2021
Q1 | $279K | Buy |
1,674
+225
| +16% | +$37.5K | ﹤0.01% | 510 |
|
|
2020
Q4 | $213K | Buy |
+1,449
| New | +$213K | ﹤0.01% | 517 |
|
|
2020
Q3 | – | Sell |
-2,136
| Closed | -$226K | – | 517 |
|
|
2020
Q2 | $226K | Buy |
+2,136
| New | +$226K | ﹤0.01% | 486 |
|
|
2019
Q2 | – | Sell |
-4,148
| Closed | -$417K | – | 506 |
|
|
2019
Q1 | $417K | Buy |
+4,148
| New | +$417K | ﹤0.01% | 388 |
|