BerganKDV Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.3K | Sell |
246
-195
| -44% | -$8.99K | ﹤0.01% | 545 |
|
|
2023
Q1 | $20.7K | Buy |
441
+7
| +2% | +$328 | ﹤0.01% | 514 |
|
|
2022
Q4 | $19.6K | Sell |
434
-18
| -4% | -$815 | ﹤0.01% | 499 |
|
|
2022
Q3 | $19K | Sell |
452
-117
| -21% | -$4.92K | ﹤0.01% | 495 |
|
|
2022
Q2 | $26K | Buy |
569
+2
| +0.4% | +$91 | ﹤0.01% | 461 |
|
|
2022
Q1 | $30K | Sell |
567
-30
| -5% | -$1.59K | ﹤0.01% | 461 |
|
|
2021
Q4 | $36K | Buy |
597
+33
| +6% | +$1.99K | ﹤0.01% | 467 |
|
|
2021
Q3 | $40K | Buy |
564
+94
| +20% | +$6.67K | ﹤0.01% | 431 |
|
|
2021
Q2 | $33K | Buy |
470
+16
| +4% | +$1.12K | ﹤0.01% | 443 |
|
|
2021
Q1 | $33K | Sell |
454
-356
| -44% | -$25.9K | ﹤0.01% | 421 |
|
|
2020
Q4 | $50K | Sell |
810
-548
| -40% | -$33.8K | 0.01% | 352 |
|
|
2020
Q3 | $59K | Sell |
1,358
-125
| -8% | -$5.43K | 0.01% | 320 |
|
|
2020
Q2 | $76K | Sell |
1,483
-128
| -8% | -$6.56K | 0.01% | 303 |
|
|
2020
Q1 | $68K | Buy |
1,611
+37
| +2% | +$1.56K | 0.01% | 287 |
|
|
2019
Q4 | $126K | Buy |
1,574
+262
| +20% | +$21K | 0.02% | 254 |
|
|
2019
Q3 | $91K | Hold |
1,312
| – | – | 0.02% | 267 |
|
|
2019
Q2 | $92K | Hold |
1,312
| – | – | 0.02% | 271 |
|
|
2019
Q1 | $82K | Hold |
1,312
| – | – | 0.02% | 296 |
|
|
2018
Q4 | $68K | Buy |
1,312
+97
| +8% | +$5.03K | 0.02% | 270 |
|
|
2018
Q3 | $87K | Hold |
1,215
| – | – | 0.02% | 266 |
|
|
2018
Q2 | $81K | Buy |
+1,215
| New | +$81K | 0.02% | 267 |
|