1900 Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,807
| Closed | -$453K | – | 242 |
|
|
2023
Q4 | $453K | Sell |
8,807
-2,263
| -20% | -$116K | 0.04% | 202 |
|
|
2023
Q3 | $455K | Buy |
11,070
+5,037
| +83% | +$207K | 0.05% | 198 |
|
|
2023
Q2 | $278K | Sell |
6,033
-43,140
| -88% | -$1.99M | 0.03% | 204 |
|
|
2023
Q1 | $2.22M | Hold |
49,173
| – | – | 0.24% | 75 |
|
|
2022
Q4 | $2.22M | Hold |
49,173
| – | – | 0.24% | 74 |
|
|
2022
Q3 | $2.05M | Sell |
49,173
-902
| -2% | -$37.6K | 0.24% | 80 |
|
|
2022
Q2 | $2.3M | Hold |
50,075
| – | – | 0.25% | 76 |
|
|
2022
Q1 | $2.67M | Hold |
50,075
| – | – | 0.25% | 74 |
|
|
2021
Q4 | $3.02M | Buy |
50,075
+402
| +0.8% | +$24.3K | 0.27% | 68 |
|
|
2021
Q3 | $3.49M | Buy |
+49,673
| New | +$3.49M | 0.34% | 59 |
|