WR Wealth Planners’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1.84K | – | 1134 |
|
|
2024
Q3 | $1.84K | Hold |
1
| – | – | ﹤0.01% | 919 |
|
|
2024
Q2 | $1.68K | Hold |
1
| – | – | ﹤0.01% | 914 |
|
|
2024
Q1 | $1.64K | Buy |
+1
| New | +$1.64K | ﹤0.01% | 905 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$1.38K | – | 412 |
|
|
2023
Q3 | $1.38K | Hold |
1
| – | – | ﹤0.01% | 813 |
|
|
2023
Q2 | $1.28K | Hold |
1
| – | – | ﹤0.01% | 815 |
|
|
2023
Q1 | $973 | Buy |
+1
| New | +$973 | ﹤0.01% | 837 |
|