Berman Capital Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $534K | Buy |
7,615
+2,683
| +54% | +$188K | 0.08% | 125 |
|
|
2021
Q2 | $348K | Buy |
4,932
+1,219
| +33% | +$86K | 0.06% | 158 |
|
|
2021
Q1 | $269K | Buy |
3,713
+1,081
| +41% | +$78.3K | 0.06% | 157 |
|
|
2020
Q4 | $161K | Sell |
2,632
-393
| -13% | -$24K | 0.04% | 193 |
|
|
2020
Q3 | $129K | Sell |
3,025
-1,255
| -29% | -$53.5K | 0.04% | 195 |
|
|
2020
Q2 | $218K | Sell |
4,280
-3
| -0.1% | -$153 | 0.06% | 134 |
|
|
2020
Q1 | $180K | Sell |
4,283
-341
| -7% | -$14.3K | 0.06% | 132 |
|
|
2019
Q4 | $368K | Buy |
4,624
+74
| +2% | +$5.89K | 0.11% | 87 |
|
|
2019
Q3 | $314K | Buy |
4,550
+255
| +6% | +$17.6K | 0.1% | 97 |
|
|
2019
Q2 | $300K | Buy |
4,295
+950
| +28% | +$66.4K | 0.1% | 105 |
|
|
2019
Q1 | $207K | Buy |
3,345
+1,024
| +44% | +$63.4K | 0.07% | 124 |
|
|
2018
Q4 | $120K | Sell |
2,321
-1,835
| -44% | -$94.9K | 0.05% | 153 |
|
|
2018
Q3 | $299K | Buy |
4,156
+83
| +2% | +$5.97K | 0.13% | 79 |
|
|
2018
Q2 | $273K | Buy |
4,073
+170
| +4% | +$11.4K | 0.1% | 89 |
|
|
2018
Q1 | $263K | Buy |
+3,903
| New | +$263K | 0.1% | 85 |
|