First Citizens Bank & Trust’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,566
| Closed | -$162K | – | 446 |
|
|
2015
Q1 | $162K | Buy |
11,566
+419
| +4% | +$5.87K | 0.01% | 384 |
|
|
2014
Q4 | $149K | Sell |
11,147
-221
| -2% | -$2.95K | 0.01% | 323 |
|
|
2014
Q3 | $134K | Hold |
11,368
| – | – | 0.01% | 317 |
|
|
2014
Q2 | $152K | Sell |
11,368
-218
| -2% | -$2.92K | 0.01% | 334 |
|
|
2014
Q1 | $147K | Hold |
11,586
| – | – | 0.01% | 317 |
|
|
2013
Q4 | $132K | Sell |
11,586
-941
| -8% | -$10.7K | 0.01% | 324 |
|
|
2013
Q3 | $150K | Sell |
12,527
-14,837
| -54% | -$178K | 0.01% | 1036 |
|
|
2013
Q2 | $351K | Buy |
+27,364
| New | +$351K | 0.01% | 823 |
|