CWM
FRC
Catamount Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-405
| Closed | -$35K | – | 202 |
|
|
2017
Q4 | $35K | Sell |
405
-39,646
| -99% | -$3.43M | 0.02% | 95 |
|
|
2017
Q3 | $4.18M | Sell |
40,051
-2,874
| -7% | -$300K | 2.43% | 13 |
|
|
2017
Q2 | $4.3M | Sell |
42,925
-1,115
| -3% | -$112K | 2.62% | 12 |
|
|
2017
Q1 | $4.13M | Buy |
44,040
+23,395
| +113% | +$2.19M | 2.83% | 13 |
|
|
2016
Q4 | $1.9M | Buy |
+20,645
| New | +$1.9M | 1.54% | 17 |
|