Alera Investment Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $217K | Sell |
3,466
-191
| -5% | -$12K | 0.03% | 258 |
|
|
2024
Q2 | $232K | Buy |
+3,657
| New | +$232K | 0.03% | 237 |
|
|
2019
Q2 | – | Sell |
-608
| Closed | -$38K | – | 220 |
|
|
2019
Q1 | $38K | Buy |
608
+209
| +52% | +$13.1K | 0.02% | 194 |
|
|
2018
Q4 | $21K | Buy |
+399
| New | +$21K | 0.01% | 270 |
|