Fortis Advisors’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$146K | – | 146 |
|
|
2023
Q1 | $146K | Hold |
150
| – | – | 0.1% | 97 |
|
|
2022
Q4 | $114K | Hold |
150
| – | – | 0.09% | 104 |
|
|
2022
Q3 | $120K | Hold |
150
| – | – | 0.09% | 111 |
|
|
2022
Q2 | $98K | Buy |
150
+75
| +100% | +$49K | 0.06% | 128 |
|
|
2022
Q1 | $50K | Hold |
75
| – | – | 0.03% | 185 |
|
|
2021
Q4 | $62K | Hold |
75
| – | – | 0.04% | 158 |
|
|
2021
Q3 | $63K | Hold |
75
| – | – | 0.04% | 168 |
|
|
2021
Q2 | $62K | Buy |
+75
| New | +$62K | 0.04% | 174 |
|