CWP
FRC
Curated Wealth Partners’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,635
| Closed | -$315K | – | 154 |
|
|
2021
Q3 | $315K | Buy |
1,635
+2
| +0.1% | +$385 | 0.18% | 107 |
|
|
2021
Q2 | $306K | Buy |
1,633
+66
| +4% | +$12.4K | 0.17% | 107 |
|
|
2021
Q1 | $261K | Sell |
1,567
-347
| -18% | -$57.8K | 0.16% | 116 |
|
|
2020
Q4 | $281K | Buy |
+1,914
| New | +$281K | 0.18% | 110 |
|