Amplius Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,842
Closed -$269K 168
2022
Q3
$269K Sell
7,842
-3,890
-33% -$133K 0.05% 126
2022
Q2
$418K Sell
11,732
-331
-3% -$11.8K 0.07% 108
2022
Q1
$546K Sell
12,063
-145
-1% -$6.56K 0.08% 95
2021
Q4
$576K Buy
+12,208
New +$576K 0.08% 99