Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$2.05K | – | 361 |
|
|
2024
Q3 | $2.05K | Buy |
50
+21
| +72% | +$863 | ﹤0.01% | 945 |
|
|
2024
Q2 | $1.05K | Buy |
+29
| New | +$1.05K | ﹤0.01% | 719 |
|
|
2023
Q4 | – | Sell |
-125
| Closed | -$3.35K | – | 733 |
|
|
2023
Q3 | $3.35K | Hold |
125
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $3.26K | Hold |
125
| – | – | ﹤0.01% | 675 |
|
|
2023
Q1 | $3.8K | Hold |
125
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $4.92K | Buy |
+125
| New | +$4.92K | ﹤0.01% | 660 |
|