United Capital Financial Advisors’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 |
-200
| Closed | -$257K | – | 856 |
|
|
2023
Q2 | $257K | Buy |
+200
| New | +$257K | ﹤0.01% | 802 |
|
|
2023
Q1 | – | Sell |
-346
| Closed | -$262K | – | 990 |
|
|
2022
Q4 | $262K | Sell |
346
-96
| -22% | -$72.8K | ﹤0.01% | 916 |
|
|
2022
Q3 | $352K | Sell |
442
-3
| -0.7% | -$2.39K | ﹤0.01% | 858 |
|
|
2022
Q2 | $291K | Buy |
445
+7
| +2% | +$4.58K | ﹤0.01% | 950 |
|
|
2022
Q1 | $292K | Buy |
438
+78
| +22% | +$52K | ﹤0.01% | 989 |
|
|
2021
Q4 | $299K | Hold |
360
| – | – | ﹤0.01% | 1022 |
|
|
2021
Q3 | $304K | Hold |
360
| – | – | ﹤0.01% | 997 |
|
|
2021
Q2 | $300K | Hold |
360
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q1 | $301K | Buy |
+360
| New | +$301K | ﹤0.01% | 977 |
|