WealthPLAN 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
2023
Q2
Sell
-438
Closed -$6.13K 1427
2023
Q1
$6.13K Buy
+438
New +$6.13K ﹤0.01% 963
2016
Q3
$11.5K Hold
150
﹤0.01% 575
2016
Q2
$10.5K Buy
+150
New +$10.5K ﹤0.01% 1714
2015
Q4
$9.91K Buy
+150
New +$9.91K ﹤0.01% 1150