Beacon Bridge Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,175
| Closed | -$201K | – | 96 |
|
|
2024
Q1 | $201K | Sell |
3,175
-2,126
| -40% | -$134K | 0.09% | 91 |
|
|
2023
Q4 | $273K | Sell |
5,301
-111
| -2% | -$5.71K | 0.14% | 78 |
|
|
2023
Q3 | $223K | Sell |
5,412
-372
| -6% | -$15.3K | 0.12% | 88 |
|
|
2023
Q2 | $266K | Buy |
5,784
+161
| +3% | +$7.41K | 0.14% | 73 |
|
|
2023
Q1 | $264K | Sell |
5,623
-144
| -2% | -$6.75K | 0.16% | 74 |
|
|
2022
Q4 | $261K | Buy |
+5,767
| New | +$261K | 0.19% | 74 |
|