Glassman Wealth Services’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
Q1 | – | Sell |
-4
| Closed | -$5.68K | – | 759 |
|
|
2023
Q4 | $5.68K | Hold |
4
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q3 | $5.52K | Hold |
4
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q2 | $5.13K | Buy |
4
+1
| +33% | +$1.28K | ﹤0.01% | 990 |
|
|
2023
Q1 | $2.92K | Hold |
3
| – | – | ﹤0.01% | 1143 |
|
|
2022
Q4 | $2.28K | Sell |
3
-1
| -25% | -$758 | ﹤0.01% | 1227 |
|
|
2022
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q2 | $3K | Buy |
4
+1
| +33% | +$750 | ﹤0.01% | 1135 |
|
|
2022
Q1 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 1222 |
|
|
2020
Q4 | – | Sell |
-16
| Closed | -$5K | – | 1399 |
|
|
2020
Q3 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 782 |
|