Engrave Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $816K | Sell |
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|
2022
Q4 | $781K | Sell |
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|
2022
Q3 | $797K | Hold |
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|
2022
Q2 | $654K | Hold |
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|
2022
Q1 | $666K | Hold |
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|
2021
Q4 | $830K | Sell |
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|
2021
Q3 | $852K | Hold |
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|
2021
Q2 | $842K | Hold |
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|
2021
Q1 | $845K | Sell |
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|
2020
Q4 | $734K | Buy |
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