CWM
FRC

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

Curi Wealth Management’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$200K Buy
2022
Q1 		$218K Buy
2021
Q4 		$254K Hold
2021
Q3 		$237K Hold
2021
Q2 		$230K Sell
2021
Q1 		$309K Hold
2020
Q4 		$272K Buy