Baystate Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $78.9K | Sell |
1,533
-74
| -5% | -$3.81K | 0.01% | 307 |
|
|
2023
Q3 | $66.1K | Sell |
1,607
-36
| -2% | -$1.48K | 0.01% | 303 |
|
|
2023
Q2 | $75.7K | Buy |
1,643
+248
| +18% | +$11.4K | 0.01% | 283 |
|
|
2023
Q1 | $65.4K | Buy |
1,395
+83
| +6% | +$3.89K | 0.01% | 302 |
|
|
2022
Q4 | $59K | Sell |
1,312
-110
| -8% | -$4.95K | 0.01% | 311 |
|
|
2022
Q3 | $59K | Buy |
1,422
+14
| +1% | +$581 | 0.01% | 293 |
|
|
2022
Q2 | $65K | Sell |
1,408
-2,027
| -59% | -$93.6K | 0.01% | 287 |
|
|
2022
Q1 | $183K | Sell |
3,435
-101
| -3% | -$5.38K | 0.02% | 182 |
|
|
2021
Q4 | $214K | Buy |
3,536
+2,130
| +151% | +$129K | 0.02% | 179 |
|
|
2021
Q3 | $99K | Buy |
1,406
+136
| +11% | +$9.58K | 0.01% | 217 |
|
|
2021
Q2 | $90K | Buy |
1,270
+33
| +3% | +$2.34K | 0.01% | 215 |
|
|
2021
Q1 | $90K | Buy |
1,237
+9
| +0.7% | +$655 | 0.01% | 206 |
|
|
2020
Q4 | $76K | Sell |
1,228
-8
| -0.6% | -$495 | 0.01% | 202 |
|
|
2020
Q3 | $53K | Buy |
1,236
+32
| +3% | +$1.37K | 0.01% | 215 |
|
|
2020
Q2 | $62K | Buy |
1,204
+44
| +4% | +$2.27K | 0.01% | 205 |
|
|
2020
Q1 | $49K | Buy |
1,160
+9
| +0.8% | +$380 | 0.01% | 195 |
|
|
2019
Q4 | $92K | Buy |
1,151
+8
| +0.7% | +$639 | 0.01% | 171 |
|
|
2019
Q3 | $79K | Buy |
1,143
+509
| +80% | +$35.2K | 0.01% | 173 |
|
|
2019
Q2 | $45K | Buy |
634
+501
| +377% | +$35.6K | 0.01% | 224 |
|
|
2019
Q1 | $9K | Sell |
133
-1,199
| -90% | -$81.1K | ﹤0.01% | 391 |
|
|
2018
Q4 | $84K | Buy |
1,332
+1,053
| +377% | +$66.4K | 0.01% | 153 |
|
|
2018
Q3 | $20K | Sell |
279
-8
| -3% | -$573 | ﹤0.01% | 298 |
|
|
2018
Q2 | $20K | Sell |
287
-776
| -73% | -$54.1K | ﹤0.01% | 284 |
|
|
2018
Q1 | $74K | Buy |
1,063
+165
| +18% | +$11.5K | 0.01% | 154 |
|
|
2017
Q4 | $71K | Buy |
898
+90
| +11% | +$7.12K | 0.01% | 167 |
|
|
2017
Q3 | $61K | Buy |
808
+668
| +477% | +$50.4K | 0.01% | 166 |
|
|
2017
Q2 | $9K | Hold |
140
| – | – | ﹤0.01% | 349 |
|
|
2017
Q1 | $8K | Sell |
140
-35
| -20% | -$2K | ﹤0.01% | 350 |
|
|
2016
Q4 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 285 |
|