YORKBRIDGE WEALTH PARTNERS, LLC – First Republic Bank Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$287,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-9.47%
quarter
First Republic Bank 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.52% | 54 shares | -22K | $130.55 | 2.2K |
| Q2 2022 | share | Increase | +6.08% | 123 shares | -19K | $144.2 | 2.14K |
| Q1 2022 | share | Decrease | -6.26% | -135 shares | -118K | $162.1 | 2.02K |
| Q4 2021 | share | Increase | +1.41% | 30 shares | 36K | $206.82 | 2.15K |
| Q3 2021 | share | Increase | +8.57% | 168 shares | 43K | $192.68 | 2.12K |
| Q2 2021 | share | 0.00% | 0 shares | 40K | $186.77 | 1.96K | |
| Q1 2021 | share | Increase | +24.60% | 387 shares | 96K | $166.19 | 1.96K |
| Q4 2020 | share | Increase | 0.00% | 1.57K shares | 231K | $146.24 | 1.57K |
| Q3 2019 | share | Decrease | -100.00% | -1.55K shares | -151K | $95.41 | 0 |
| Q2 2019 | share | Increase | +10.16% | 143 shares | 10K | $96.16 | 1.55K |
| Q1 2019 | share | Increase | +24.73% | 279 shares | 43K | $98.75 | 1.40K |
| Q4 2018 | share | Decrease | -13.50% | -176 shares | -26K | $85.27 | 1.12K |
| Q3 2018 | share | Decrease | -0.08% | -1 shares | -2K | $94 | 1.30K |
| Q2 2018 | share | Increase | +3.74% | 47 shares | 12K | $94.6 | 1.30K |
| Q1 2018 | share | Increase | +9.39% | 108 shares | 13K | $90.34 | 1.25K |
| Q4 2017 | share | Increase | +3865.52% | 1.12K shares | 98K | $84.36 | 1.15K |
| Q3 2017 | share | 0.00% | 0 shares | 0 | $101.53 | 29 | |
| Q2 2017 | share | 0.00% | 0 shares | 0 | $97.13 | 29 | |
| Q1 2017 | share | 0.00% | 0 shares | 1K | $90.86 | 29 | |
| Q4 2016 | share | Increase | 0.00% | 29 shares | 2K | $89.09 | 29 |