BerganKDV Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.3K | Sell |
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|
2023
Q1 | $20.7K | Buy |
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|
2022
Q4 | $19.6K | Sell |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $30K | Sell |
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|
2021
Q4 | $36K | Buy |
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|
2021
Q3 | $40K | Buy |
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|
2021
Q2 | $33K | Buy |
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|
2021
Q1 | $33K | Sell |
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|
2020
Q4 | $50K | Sell |
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|
2020
Q3 | $59K | Sell |
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|
2020
Q2 | $76K | Sell |
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|
2020
Q1 | $68K | Buy |
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|
2019
Q4 | $126K | Buy |
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|
2019
Q3 | $91K | Hold |
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|
2019
Q2 | $92K | Hold |
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|
2019
Q1 | $82K | Hold |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $87K | Hold |
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|
2018
Q2 | $81K | Buy |
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