BWA
BDO Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $26.4K | Hold |
574
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $26.9K | Hold |
574
| – | – | ﹤0.01% | 532 |
|
|
2022
Q4 | $26K | Sell |
574
-139,300
| -100% | -$6.3M | ﹤0.01% | 525 |
|
|
2022
Q3 | $5.83M | Sell |
139,874
-2,691
| -2% | -$112K | 0.77% | 24 |
|
|
2022
Q2 | $6.56M | Sell |
142,565
-1,648
| -1% | -$75.8K | 0.81% | 25 |
|
|
2022
Q1 | $7.7M | Sell |
144,213
-131
| -0.1% | -$7K | 0.82% | 23 |
|
|
2021
Q4 | $8.72M | Sell |
144,344
-1,697
| -1% | -$102K | 0.92% | 23 |
|
|
2021
Q3 | $10.2M | Buy |
146,041
+668
| +0.5% | +$46.9K | 1.13% | 18 |
|
|
2021
Q2 | $10.3M | Sell |
145,373
-2,525
| -2% | -$179K | 1.14% | 18 |
|
|
2021
Q1 | $10.8M | Sell |
147,898
-3,443
| -2% | -$250K | 1.27% | 17 |
|
|
2020
Q4 | $9.33M | Sell |
151,341
-5,533
| -4% | -$341K | 1.31% | 17 |
|
|
2020
Q3 | $6.76M | Sell |
156,874
-2,206
| -1% | -$95.1K | 1.1% | 19 |
|
|
2020
Q2 | $8.13M | Buy |
159,080
+64,570
| +68% | +$3.3M | 1.43% | 15 |
|
|
2020
Q1 | $3.98M | Buy |
94,510
+94,087
| +22,243% | +$3.96M | 0.8% | 24 |
|
|
2019
Q4 | $34K | Hold |
423
| – | – | 0.01% | 340 |
|
|
2019
Q3 | $29K | Sell |
423
-64
| -13% | -$4.39K | 0.01% | 366 |
|
|
2019
Q2 | $34K | Sell |
487
-212
| -30% | -$14.8K | 0.01% | 345 |
|
|
2019
Q1 | $44K | Sell |
699
-1,099
| -61% | -$69.2K | 0.01% | 293 |
|
|
2018
Q4 | $94K | Buy |
1,798
+2
| +0.1% | +$105 | 0.03% | 210 |
|
|
2018
Q3 | $129K | Buy |
1,796
+137
| +8% | +$9.84K | 0.04% | 192 |
|
|
2018
Q2 | $111K | Buy |
1,659
+465
| +39% | +$31.1K | 0.04% | 206 |
|
|
2018
Q1 | $81K | Buy |
1,194
+63
| +6% | +$4.27K | 0.03% | 197 |
|
|
2017
Q4 | $84K | Buy |
1,131
+11
| +1% | +$817 | 0.04% | 163 |
|
|
2017
Q3 | $81K | Sell |
1,120
-270
| -19% | -$19.5K | 0.04% | 150 |
|
|
2017
Q2 | $93K | Buy |
+1,390
| New | +$93K | 0.04% | 177 |
|