TVWM
Tower View Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-850
| Closed | -$384K | – | 149 |
|
|
2018
Q3 | $384K | Sell |
850
-4
| -0.5% | -$1.81K | 0.34% | 57 |
|
|
2018
Q2 | $345K | Buy |
854
+539
| +171% | +$218K | 0.33% | 56 |
|
|
2018
Q1 | $130K | Buy |
315
+15
| +5% | +$6.19K | 0.13% | 70 |
|
|
2017
Q4 | $121K | Buy |
+300
| New | +$121K | 0.11% | 73 |
|