AWS
Aris Wealth Services’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $34K | Sell |
688
-673
| -49% | -$33.3K | 0.07% | 116 |
|
|
2015
Q2 | $75K | Buy |
1,361
+873
| +179% | +$48.1K | 0.07% | 164 |
|
|
2015
Q1 | $25K | Buy |
+488
| New | +$25K | 0.02% | 292 |
|
|
2014
Q1 | – | Sell |
-3,094
| Closed | -$161K | – | 94 |
|
|
2013
Q4 | $161K | Sell |
3,094
-877
| -22% | -$45.6K | 0.27% | 88 |
|
|
2013
Q3 | $193K | Buy |
+3,971
| New | +$193K | 0.35% | 78 |
|