BIA
Barry Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,998
| Closed | -$1.33M | – | 116 |
|
|
2024
Q2 | $1.33M | Sell |
20,998
-72
| -0.3% | -$4.57K | 0.45% | 40 |
|
|
2024
Q1 | $1.33M | Sell |
21,070
-748
| -3% | -$47.3K | 0.44% | 40 |
|
|
2023
Q4 | $1.12M | Sell |
21,818
-2,081
| -9% | -$107K | 0.38% | 42 |
|
|
2023
Q3 | $983K | Buy |
23,899
+103
| +0.4% | +$4.24K | 0.35% | 47 |
|
|
2023
Q2 | $1.1M | Buy |
23,796
+252
| +1% | +$11.6K | 0.37% | 43 |
|
|
2023
Q1 | $1.1M | Buy |
23,544
+2,324
| +11% | +$109K | 0.36% | 42 |
|
|
2022
Q4 | $960K | Buy |
21,220
+8,051
| +61% | +$364K | 0.3% | 51 |
|
|
2022
Q3 | $549K | Buy |
13,169
+1,671
| +15% | +$69.7K | 0.19% | 65 |
|
|
2022
Q2 | $529K | Buy |
+11,498
| New | +$529K | 0.16% | 73 |
|