AllSquare Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Hold |
0
| – | – | – | 485 |
|
2018
Q1 | – | Sell |
-814
| Closed | -$34K | – | 399 |
|
2017
Q4 | $34K | Sell |
814
-38
| -4% | -$1.59K | 0.03% | 177 |
|
2017
Q3 | $32K | Buy |
+852
| New | +$32K | 0.03% | 176 |
|
2017
Q2 | – | Sell |
-708
| Closed | -$24K | – | 196 |
|
2017
Q1 | $24K | Buy |
+708
| New | +$24K | 0.02% | 202 |
|