Avantax Planning Partners’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-290
| Closed | -$11K | – | 427 |
|
|
2018
Q3 | $11K | Buy |
+290
| New | +$11K | ﹤0.01% | 849 |
|
|
2018
Q2 | – | Sell |
-24,937
| Closed | -$1.05M | – | 437 |
|
|
2018
Q1 | $1.05M | Sell |
24,937
-97
| -0.4% | -$4.07K | 0.09% | 94 |
|
|
2017
Q4 | $1.05M | Buy |
25,034
+77
| +0.3% | +$3.23K | 0.1% | 97 |
|
|
2017
Q3 | $945K | Buy |
+24,957
| New | +$945K | 0.07% | 127 |
|