BFG
Beacon Financial Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,712
| Closed | -$251K | – | 193 |
|
|
2018
Q1 | $251K | Buy |
+3,712
| New | +$251K | 0.04% | 192 |
|
|
2014
Q4 | – | Sell |
-9,268
| Closed | -$482K | – | 189 |
|
|
2014
Q3 | $482K | Sell |
9,268
-100
| -1% | -$5.2K | 0.1% | 123 |
|
|
2014
Q2 | $442K | Buy |
9,368
+379
| +4% | +$17.9K | 0.1% | 124 |
|
|
2014
Q1 | $425K | Buy |
+8,989
| New | +$425K | 0.09% | 123 |
|