First Citizens Bank & Trust’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,480
| Closed | -$400K | – | 479 |
|
|
2021
Q4 | $400K | Buy |
2,480
+248
| +11% | +$40K | 0.02% | 252 |
|
|
2021
Q3 | $535K | Buy |
+2,232
| New | +$535K | 0.03% | 212 |
|
|
2019
Q3 | – | Sell |
-21,729
| Closed | -$1.58M | – | 444 |
|
|
2019
Q2 | $1.58M | Buy |
21,729
+1,046
| +5% | +$75.9K | 0.17% | 144 |
|
|
2019
Q1 | $1.55M | Buy |
+20,683
| New | +$1.55M | 0.17% | 146 |
|