ARS Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,004
| Closed | -$431K | – | 106 |
|
|
2018
Q3 | $431K | Sell |
6,004
-28
| -0.5% | -$2.01K | 0.14% | 75 |
|
|
2018
Q2 | $404K | Buy |
6,032
+58
| +1% | +$3.89K | 0.15% | 71 |
|
|
2018
Q1 | $403K | Buy |
5,974
+3,228
| +118% | +$218K | 0.15% | 77 |
|
|
2017
Q4 | $204K | Buy |
+2,746
| New | +$204K | 0.08% | 116 |
|