J.P. Morgan Private Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.67M | Sell |
1,208
-128
| -10% | -$177K | ﹤0.01% | 806 |
|
|
2023
Q2 | $1.72M | Sell |
1,336
-2,626
| -66% | -$3.37M | 0.01% | 615 |
|
|
2023
Q1 | $3.86M | Sell |
3,962
-572
| -13% | -$557K | 0.01% | 656 |
|
|
2022
Q4 | $3.44M | Buy |
4,534
+86
| +2% | +$65.2K | 0.01% | 680 |
|
|
2022
Q3 | $3.55M | Sell |
4,448
-282
| -6% | -$225K | 0.01% | 654 |
|
|
2022
Q2 | $3.09M | Buy |
4,730
+176
| +4% | +$115K | 0.01% | 701 |
|
|
2022
Q1 | $3.03M | Sell |
4,554
-131
| -3% | -$87.2K | 0.01% | 766 |
|
|
2021
Q4 | $3.89M | Buy |
4,685
+1,052
| +29% | +$873K | 0.01% | 683 |
|
|
2021
Q3 | $3.06M | Buy |
3,633
+84
| +2% | +$70.8K | 0.01% | 728 |
|
|
2021
Q2 | $2.96M | Sell |
3,549
-138
| -4% | -$115K | 0.01% | 730 |
|
|
2021
Q1 | $3.08M | Sell |
3,687
-106
| -3% | -$88.6K | 0.01% | 634 |
|
|
2020
Q4 | $2.18M | Buy |
3,793
+258
| +7% | +$148K | 0.01% | 697 |
|
|
2020
Q3 | $1.13M | Sell |
3,535
-404
| -10% | -$129K | ﹤0.01% | 841 |
|
|
2020
Q2 | $1.6M | Buy |
3,939
+2,295
| +140% | +$929K | 0.01% | 649 |
|
|
2020
Q1 | $547K | Buy |
1,644
+302
| +23% | +$100K | ﹤0.01% | 903 |
|
|
2019
Q4 | $714K | Buy |
1,342
+120
| +10% | +$63.8K | ﹤0.01% | 916 |
|
|
2019
Q3 | $576K | Buy |
+1,222
| New | +$576K | ﹤0.01% | 953 |
|
|
2019
Q1 | – | Sell |
-992
| Closed | -$374K | – | 1479 |
|
|
2018
Q4 | $374K | Buy |
992
+50
| +5% | +$18.9K | ﹤0.01% | 1072 |
|
|
2018
Q3 | $426K | Buy |
942
+270
| +40% | +$122K | ﹤0.01% | 1133 |
|
|
2018
Q2 | $271K | Buy |
672
+48
| +8% | +$19.4K | ﹤0.01% | 1245 |
|
|
2018
Q1 | $258K | Buy |
+624
| New | +$258K | ﹤0.01% | 1102 |
|