Compagnie Lombard Odier SCmA’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-195
| Closed | -$269K | – | 595 |
|
|
2023
Q3 | $269K | Hold |
195
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $250K | Hold |
195
| – | – | 0.01% | 237 |
|
|
2023
Q1 | $190K | Sell |
195
-35
| -15% | -$34.1K | ﹤0.01% | 299 |
|
|
2022
Q4 | $175K | Buy |
230
+35
| +18% | +$26.6K | ﹤0.01% | 311 |
|
|
2022
Q3 | $155K | Hold |
195
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $127K | Hold |
195
| – | – | ﹤0.01% | 355 |
|
|
2022
Q1 | $130K | Buy |
+195
| New | +$130K | ﹤0.01% | 351 |
|