YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $410K | Buy |
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|
2021
Q2 | $367K | Hold |
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|
2021
Q1 | $327K | Buy |
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|
2020
Q4 | $231K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $151K | Buy |
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|
2019
Q1 | $141K | Buy |
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|
2018
Q4 | $98K | Sell |
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|
2018
Q3 | $124K | Sell |
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|
2018
Q2 | $126K | Buy |
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|
2018
Q1 | $114K | Buy |
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|
2017
Q4 | $101K | Buy |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $2K | Buy |
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