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Dougherty Wealth Advisers’s First Citizens BancShares FCNCA Stock Holding History

Dougherty Wealth Advisers’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-31
Closed -$44K – 117
2023
Q4 		$44K Hold
31
– – 0.04% 84
2023
Q3 		$42.8K Hold
31
– – 0.05% 79
2023
Q2 		$39.8K Buy
+31
New +$39.8K 0.05% 88