One Wealth 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
2024
Q2
Sell
-293
Closed -$479K 242
2024
Q1
$479K Sell
293
-32
-10% -$52.3K 0.08% 123
2023
Q4
$461K Buy
325
+24
+8% +$34.1K 0.09% 115
2023
Q3
$415K Buy
+301
New +$415K 0.09% 106