9WM
9258 Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $432K | Sell |
6,896
-570
| -8% | -$35.7K | 0.06% | 220 |
|
|
2024
Q2 | $474K | Sell |
7,466
-236
| -3% | -$15K | 0.07% | 196 |
|
|
2024
Q1 | $487K | Buy |
7,702
+745
| +11% | +$47.1K | 0.08% | 196 |
|
|
2023
Q4 | $358K | Sell |
6,957
-298
| -4% | -$15.3K | 0.06% | 225 |
|
|
2023
Q3 | $298K | Sell |
7,255
-142
| -2% | -$5.84K | 0.06% | 244 |
|
|
2023
Q2 | $341K | Buy |
7,397
+109
| +1% | +$5.02K | 0.06% | 239 |
|
|
2023
Q1 | $342K | Sell |
7,288
-531
| -7% | -$24.9K | 0.07% | 233 |
|
|
2022
Q4 | $354K | Sell |
7,819
-2,158
| -22% | -$97.6K | 0.08% | 220 |
|
|
2022
Q3 | $416K | Buy |
9,977
+266
| +3% | +$11.1K | 0.11% | 187 |
|
|
2022
Q2 | $447K | Sell |
9,711
-46
| -0.5% | -$2.12K | 0.11% | 188 |
|
|
2022
Q1 | $521K | Buy |
9,757
+248
| +3% | +$13.2K | 0.12% | 184 |
|
|
2021
Q4 | $574K | Sell |
9,509
-594
| -6% | -$35.9K | 0.13% | 169 |
|
|
2021
Q3 | $709K | Buy |
10,103
+7
| +0.1% | +$491 | 0.19% | 132 |
|
|
2021
Q2 | $714K | Sell |
10,096
-34
| -0.3% | -$2.41K | 0.19% | 134 |
|
|
2021
Q1 | $737K | Sell |
10,130
-501
| -5% | -$36.5K | 0.22% | 116 |
|
|
2020
Q4 | $656K | Sell |
10,631
-44
| -0.4% | -$2.72K | 0.21% | 122 |
|
|
2020
Q3 | $442K | Sell |
10,675
-113
| -1% | -$4.68K | 0.17% | 148 |
|
|
2020
Q2 | $551K | Sell |
10,788
-92
| -0.8% | -$4.7K | 0.22% | 126 |
|
|
2020
Q1 | $507K | Buy |
10,880
+82
| +0.8% | +$3.82K | 0.22% | 124 |
|
|
2019
Q4 | $863K | Buy |
10,798
+1,995
| +23% | +$159K | 0.32% | 91 |
|
|
2019
Q3 | $608K | Sell |
8,803
-500
| -5% | -$34.5K | 0.47% | 73 |
|
|
2019
Q2 | $652K | Sell |
9,303
-347
| -4% | -$24.3K | 0.53% | 64 |
|
|
2019
Q1 | $600K | Buy |
9,650
+269
| +3% | +$16.7K | 0.51% | 68 |
|
|
2018
Q4 | $488K | Buy |
+9,381
| New | +$488K | 0.47% | 69 |
|