CWM
FRC

Connecticut Wealth Management’s First Republic Bank FRC Stock Holding History

Connecticut Wealth Management’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,509
Closed -$312K – 208
2021
Q4 		$312K Buy
1,509
+5
+0.3% +$1.03K 0.02% 157
2021
Q3 		$290K Buy
1,504
+66
+5% +$12.7K 0.03% 159
2021
Q2 		$269K Buy
1,438
+39
+3% +$7.3K 0.02% 160
2021
Q1 		$233K Buy
+1,399
New +$233K 0.02% 152