WESPAC Advisors SoCal’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-187
| Closed | -$18K | – | 340 |
|
|
2019
Q1 | $18K | Hold |
187
| – | – | 0.01% | 186 |
|
|
2018
Q4 | $16K | Buy |
187
+137
| +274% | +$11.7K | 0.01% | 203 |
|
|
2018
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 274 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | -$4K | – | 268 |
|
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 234 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 220 |
|
|
2017
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 231 |
|
|
2017
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 213 |
|
|
2017
Q1 | $4.69K | Sell |
50
-85
| -63% | -$7.97K | ﹤0.01% | 214 |
|
|
2016
Q4 | $12.4K | Sell |
135
-25
| -16% | -$2.3K | 0.01% | 173 |
|
|
2016
Q3 | $12.3K | Hold |
160
| – | – | 0.01% | 181 |
|
|
2016
Q2 | $11.2K | Hold |
160
| – | – | 0.01% | 197 |
|
|
2016
Q1 | $10.7K | Buy |
+160
| New | +$10.7K | 0.01% | 203 |
|