HWM
FRC

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

Highwater Wealth Management’s Portfolio FRC Stock Details FRC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,161
Closed -$226K – 49
2017
Q3 		$226K Sell
2,161
-397
-16% -$41.5K 0.54% 34
2017
Q2 		$256K Buy
+2,558
New +$256K 0.62% 35