AP
C.WS.A
Appleton Partners’s Citigroup Inc C.WS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-30,000
| Closed | -$22K | – | 207 |
|
|
2015
Q2 | $22K | Hold |
30,000
| – | – | ﹤0.01% | 186 |
|
|
2015
Q1 | $22K | Buy |
30,000
+2,000
| +7% | +$1.47K | 0.01% | 182 |
|
|
2014
Q4 | $24K | Buy |
28,000
+15,000
| +115% | +$12.9K | 0.01% | 183 |
|
|
2014
Q3 | $12K | Buy |
+13,000
| New | +$12K | ﹤0.01% | 186 |
|