BAM
Beaumont Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,154
| Closed | -$459K | – | 75 |
|
|
2022
Q4 | $459K | Sell |
10,154
-34
| -0.3% | -$1.54K | 0.34% | 57 |
|
|
2022
Q3 | $424K | Sell |
10,188
-283
| -3% | -$11.8K | 0.34% | 51 |
|
|
2022
Q2 | $481K | Buy |
+10,471
| New | +$481K | 0.36% | 47 |
|
|
2020
Q3 | – | Sell |
-24,855
| Closed | -$1.27M | – | 61 |
|
|
2020
Q2 | $1.27M | Sell |
24,855
-40
| -0.2% | -$2.04K | 1.33% | 18 |
|
|
2020
Q1 | $1.05M | Sell |
24,895
-1,159
| -4% | -$48.8K | 1.26% | 20 |
|
|
2019
Q4 | $2.08M | Buy |
+26,054
| New | +$2.08M | 1.99% | 9 |
|