SWS
SYSTM Wealth Solutions’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3
| Closed | -$5.05K | – | 283 |
|
|
2024
Q2 | $5.05K | Sell |
3
-257
| -99% | -$433K | ﹤0.01% | 562 |
|
|
2024
Q1 | $425K | Hold |
260
| – | – | 0.05% | 301 |
|
|
2023
Q4 | $369K | Hold |
260
| – | – | 0.05% | 304 |
|
|
2023
Q3 | $359K | Sell |
260
-39
| -13% | -$53.8K | 0.06% | 330 |
|
|
2023
Q2 | $384K | Sell |
299
-136
| -31% | -$175K | 0.05% | 354 |
|
|
2023
Q1 | $423K | Sell |
435
-317
| -42% | -$308K | 0.07% | 324 |
|
|
2022
Q4 | $570K | Buy |
+752
| New | +$570K | 0.07% | 318 |
|