YWP
FRC
YorkBridge Wealth Partners’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $275K | Buy |
2,256
+56
| +3% | +$6.83K | 0.07% | 208 |
|
|
2022
Q3 | $287K | Buy |
2,200
+54
| +3% | +$7.05K | 0.07% | 204 |
|
|
2022
Q2 | $309K | Buy |
2,146
+123
| +6% | +$17.7K | 0.08% | 185 |
|
|
2022
Q1 | $328K | Sell |
2,023
-135
| -6% | -$21.9K | 0.07% | 222 |
|
|
2021
Q4 | $446K | Buy |
2,158
+30
| +1% | +$6.2K | 0.1% | 162 |
|
|
2021
Q3 | $410K | Buy |
2,128
+168
| +9% | +$32.4K | 0.1% | 157 |
|
|
2021
Q2 | $367K | Hold |
1,960
| – | – | 0.1% | 170 |
|
|
2021
Q1 | $327K | Buy |
1,960
+387
| +25% | +$64.6K | 0.1% | 181 |
|
|
2020
Q4 | $231K | Buy |
+1,573
| New | +$231K | 0.08% | 184 |
|
|
2019
Q3 | – | Sell |
-1,550
| Closed | -$151K | – | 705 |
|
|
2019
Q2 | $151K | Buy |
1,550
+143
| +10% | +$13.9K | 0.07% | 224 |
|
|
2019
Q1 | $141K | Buy |
1,407
+279
| +25% | +$28K | 0.07% | 223 |
|
|
2018
Q4 | $98K | Sell |
1,128
-176
| -13% | -$15.3K | 0.05% | 249 |
|
|
2018
Q3 | $124K | Sell |
1,304
-1
| -0.1% | -$95 | 0.06% | 248 |
|
|
2018
Q2 | $126K | Buy |
1,305
+47
| +4% | +$4.54K | 0.06% | 253 |
|
|
2018
Q1 | $114K | Buy |
1,258
+108
| +9% | +$9.79K | 0.05% | 277 |
|
|
2017
Q4 | $101K | Buy |
1,150
+1,121
| +3,866% | +$98.5K | 0.05% | 289 |
|
|
2017
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 760 |
|
|
2017
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 756 |
|
|
2017
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 743 |
|
|
2016
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 790 |
|