CWM
FRC
Curi Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,389
| Closed | -$200K | – | 739 |
|
|
2022
Q2 | $200K | Buy |
1,389
+42
| +3% | +$6.05K | 0.04% | 115 |
|
|
2022
Q1 | $218K | Buy |
1,347
+117
| +10% | +$18.9K | 0.04% | 112 |
|
|
2021
Q4 | $254K | Hold |
1,230
| – | – | 0.04% | 100 |
|
|
2021
Q3 | $237K | Hold |
1,230
| – | – | 0.11% | 81 |
|
|
2021
Q2 | $230K | Sell |
1,230
-628
| -34% | -$117K | 0.12% | 83 |
|
|
2021
Q1 | $309K | Hold |
1,858
| – | – | 0.2% | 62 |
|
|
2020
Q4 | $272K | Buy |
+1,858
| New | +$272K | 0.2% | 66 |
|