Wealthspire Advisors (Maryland)’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $277K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $156K | Sell |
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|
2018
Q4 | $144K | Sell |
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|
2018
Q3 | $162K | Hold |
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|
2018
Q2 | $163K | Buy |
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|
2018
Q1 | $154K | Sell |
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|
2017
Q4 | $163K | Sell |
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|
2017
Q3 | $203K | Sell |
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|
2017
Q2 | $195K | Buy |
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|
2017
Q1 | $183K | Sell |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $300K | Buy |
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|
2016
Q2 | $242K | Sell |
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|
2016
Q1 | $232K | Sell |
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|
2015
Q4 | $234K | Buy |
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