First Citizens Bank & Trust’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-20,546
| Closed | -$740K | – | 404 |
|
2015
Q2 | $740K | Buy |
20,546
+1,608
| +8% | +$57.9K | 0.05% | 285 |
|
2015
Q1 | $697K | Buy |
18,938
+107
| +0.6% | +$3.94K | 0.05% | 272 |
|
2014
Q4 | $741K | Sell |
18,831
-150
| -0.8% | -$5.9K | 0.06% | 213 |
|
2014
Q3 | $700K | Buy |
18,981
+982
| +5% | +$36.2K | 0.06% | 212 |
|
2014
Q2 | $682K | Buy |
17,999
+42
| +0.2% | +$1.59K | 0.06% | 212 |
|
2014
Q1 | $644K | Buy |
17,957
+191
| +1% | +$6.85K | 0.06% | 216 |
|
2013
Q4 | $680K | Sell |
17,766
-140
| -0.8% | -$5.36K | 0.06% | 200 |
|
2013
Q3 | $658K | Buy |
17,906
+2,168
| +14% | +$79.7K | 0.03% | 598 |
|
2013
Q2 | $577K | Buy |
+15,738
| New | +$577K | 0.02% | 595 |
|