Tilia Fiduciary Partners’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-67
| Closed | -$86K | – | 222 |
|
|
2023
Q2 | $86K | Hold |
67
| – | – | 0.08% | 149 |
|
|
2023
Q1 | $65.2K | Hold |
67
| – | – | 0.06% | 186 |
|
|
2022
Q4 | $50.8K | Hold |
67
| – | – | 0.05% | 197 |
|
|
2022
Q3 | $55K | Hold |
67
| – | – | 0.06% | 188 |
|
|
2022
Q2 | $46K | Hold |
67
| – | – | 0.04% | 212 |
|
|
2022
Q1 | $45K | Hold |
67
| – | – | 0.04% | 230 |
|
|
2021
Q4 | $56K | Buy |
+67
| New | +$56K | 0.05% | 212 |
|