First Heartland Consultants’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-176
| Closed | -$296 | – | 465 |
|
|
2024
Q2 | $296 | Hold |
176
| – | – | 0.02% | 348 |
|
|
2024
Q1 | $288K | Hold |
176
| – | – | 0.03% | 341 |
|
|
2023
Q4 | $250K | Hold |
176
| – | – | 0.03% | 320 |
|
|
2023
Q3 | $243K | Hold |
176
| – | – | 0.03% | 329 |
|
|
2023
Q2 | $226K | Buy |
+176
| New | +$226K | 0.03% | 339 |
|