TWA

TCI Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-64	Closed	-$62.3K	–	902
2023 Q1	$62.3K	Buy	64 +15	+31%	+$14.6K	0.01%	378
2022 Q4	$37.2K	Hold	49	–	–	0.01%	485
2022 Q3	$39K	Hold	49	–	–	0.01%	433
2022 Q2	$32K	Hold	49	–	–	﹤0.01%	483
2022 Q1	$33K	Buy	49 +44	+880%	+$29.6K	﹤0.01%	513
2021 Q4	$4K	Hold	5	–	–	﹤0.01%	1808
2021 Q3	$4K	Hold	5	–	–	﹤0.01%	1718
2021 Q2	$4K	Hold	5	–	–	﹤0.01%	1549
2021 Q1	$4K	Hold	5	–	–	﹤0.01%	1351
2020 Q4	$3K	Hold	5	–	–	﹤0.01%	1059
2020 Q3	$2K	Hold	5	–	–	﹤0.01%	1085
2020 Q2	$2K	Hold	5	–	–	﹤0.01%	1039
2020 Q1	$2K	Hold	5	–	–	﹤0.01%	998
2019 Q4	$3K	Hold	5	–	–	﹤0.01%	1010
2019 Q3	$2K	Hold	5	–	–	﹤0.01%	1068
2019 Q2	$2K	Hold	5	–	–	﹤0.01%	1000
2019 Q1	$2K	Hold	5	–	–	﹤0.01%	1012
2018 Q4	$2K	Hold	5	–	–	﹤0.01%	978
2018 Q3	$2K	Hold	5	–	–	﹤0.01%	1014
2018 Q2	$2K	Hold	5	–	–	﹤0.01%	1072
2018 Q1	$2K	Hold	5	–	–	﹤0.01%	959
2017 Q4	$2K	Hold	5	–	–	﹤0.01%	1014
2017 Q3	$2K	Hold	5	–	–	﹤0.01%	949
2017 Q2	$2K	Hold	5	–	–	﹤0.01%	982
2017 Q1	$2K	Hold	5	–	–	﹤0.01%	931
2016 Q4	$2K	Hold	5	–	–	﹤0.01%	1006
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	1115
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	1057
2016 Q1	$1K	Hold	5	–	–	﹤0.01%	1076
2015 Q4	$1K	Hold	5	–	–	﹤0.01%	933
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	878
2015 Q2	$1K	Buy	+5	New	+$1K	﹤0.01%	877
2015 Q1	–	Sell	-5	Closed	-$1K	–	902
2014 Q4	$1K	Hold	5	–	–	﹤0.01%	797
2014 Q3	$1K	Hold	5	–	–	﹤0.01%	797
2014 Q2	$1K	Hold	5	–	–	﹤0.01%	817
2014 Q1	$1K	Hold	5	–	–	﹤0.01%	787
2013 Q4	$1K	Hold	5	–	–	﹤0.01%	769
2013 Q3	$1K	Hold	5	–	–	﹤0.01%	688
2013 Q2	$1K	Buy	+5	New	+$1K	﹤0.01%	647