CSWM
FRC
Cassady Schiller Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$4 | – | 514 |
|
|
2023
Q4 | $4 | Buy |
+100
| New | +$4 | ﹤0.01% | 436 |
|
|
2023
Q1 | – | Sell |
-226
| Closed | -$27.5K | – | 495 |
|
|
2022
Q4 | $27.5K | Buy |
+226
| New | +$27.5K | 0.02% | 243 |
|
|
2022
Q1 | – | Sell |
-255
| Closed | -$53K | – | 643 |
|
|
2021
Q4 | $53K | Buy |
+255
| New | +$53K | 0.03% | 201 |
|