Atherton Lane Advisers’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,248
| Closed | -$270K | – | 235 |
|
|
2015
Q1 | $270K | Hold |
5,248
| – | – | 0.01% | 229 |
|
|
2014
Q4 | $284K | Buy |
5,248
+1,304
| +33% | +$70.6K | 0.02% | 229 |
|
|
2014
Q3 | $204K | Sell |
3,944
-350
| -8% | -$18.1K | 0.01% | 257 |
|
|
2014
Q2 | $202K | Sell |
4,294
-16
| -0.4% | -$753 | 0.01% | 259 |
|
|
2014
Q1 | $205K | Hold |
4,310
| – | – | 0.01% | 158 |
|
|
2013
Q4 | $225K | Buy |
4,310
+71
| +2% | +$3.71K | 0.01% | 140 |
|
|
2013
Q3 | $206K | Sell |
4,239
-2,230
| -34% | -$108K | 0.01% | 134 |
|
|
2013
Q2 | $310K | Buy |
+6,469
| New | +$310K | 0.02% | 110 |
|