First Citizens Bank & Trust’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,253
| Closed | -$2.26M | – | 407 |
|
|
2020
Q3 | $2.26M | Buy |
6,253
+1,910
| +44% | +$689K | 0.16% | 108 |
|
|
2020
Q2 | $1.43M | Buy |
4,343
+3,218
| +286% | +$1.06M | 0.12% | 152 |
|
|
2020
Q1 | $276K | Buy |
1,125
+191
| +20% | +$46.9K | 0.03% | 238 |
|
|
2019
Q4 | $255K | Buy |
934
+26
| +3% | +$7.1K | 0.02% | 286 |
|
|
2019
Q3 | $222K | Buy |
+908
| New | +$222K | 0.03% | 322 |
|
|
2018
Q2 | – | Sell |
-7,204
| Closed | -$1.38M | – | 454 |
|
|
2018
Q1 | $1.38M | Buy |
7,204
+15
| +0.2% | +$2.87K | 0.19% | 139 |
|
|
2017
Q4 | $1.22M | Buy |
+7,189
| New | +$1.22M | 0.16% | 142 |
|