Rehmann Capital Advisory Group’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-825
| Closed | -$263K | – | 488 |
|
|
2020
Q3 | $263K | Hold |
825
| – | – | 0.03% | 351 |
|
|
2020
Q2 | $334K | Hold |
825
| – | – | 0.05% | 304 |
|
|
2020
Q1 | $275K | Buy |
+825
| New | +$275K | 0.04% | 301 |
|
|
2019
Q3 | $389K | Hold |
825
| – | – | 0.05% | 199 |
|
|
2019
Q2 | $371K | Hold |
825
| – | – | 0.05% | 300 |
|
|
2019
Q1 | $336K | Hold |
825
| – | – | 0.05% | 299 |
|
|
2018
Q4 | $311K | Buy |
825
+100
| +14% | +$37.7K | 0.05% | 190 |
|
|
2018
Q3 | $328K | Sell |
725
-150
| -17% | -$67.8K | 0.05% | 285 |
|
|
2018
Q2 | $353K | Buy |
+875
| New | +$353K | 0.05% | 263 |
|