Mascoma Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32
| Closed | – | – | 538 |
|
|
2024
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 509 |
|
|
2024
Q2 | $1 | Hold |
32
| – | – | ﹤0.01% | 492 |
|
|
2024
Q1 | $1 | Hold |
32
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $1 | Hold |
32
| – | – | ﹤0.01% | 467 |
|
|
2023
Q3 | $2 | Hold |
32
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $10 | Hold |
32
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $112 | Sell |
32
-125
| -80% | -$438 | ﹤0.01% | 590 |
|
|
2022
Q4 | $19.1K | Buy |
157
+32
| +26% | +$3.9K | 0.01% | 338 |
|
|
2022
Q3 | $16K | Hold |
125
| – | – | 0.01% | 354 |
|
|
2022
Q2 | $18K | Hold |
125
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $20K | Hold |
125
| – | – | 0.01% | 371 |
|
|
2021
Q4 | $26K | Buy |
+125
| New | +$26K | 0.01% | 295 |
|