BPWA
Beacon Pointe Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $394K | Sell |
4,925
-135
| -3% | -$10.8K | 0.07% | 184 |
|
|
2019
Q3 | $348K | Sell |
5,060
-3,898
| -44% | -$268K | 0.07% | 195 |
|
|
2019
Q2 | $627K | Buy |
8,958
+1,004
| +13% | +$70.3K | 0.13% | 138 |
|
|
2019
Q1 | $493K | Buy |
7,954
+2,619
| +49% | +$162K | 0.11% | 153 |
|
|
2018
Q4 | $279K | Buy |
+5,335
| New | +$279K | 0.1% | 178 |
|