Bernardo Wealth Planning’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,310
| Closed | -$204K | – | 90 |
|
|
2020
Q4 | $204K | Buy |
+3,310
| New | +$204K | 0.08% | 167 |
|
|
2020
Q1 | – | Sell |
-4,465
| Closed | -$356K | – | 138 |
|
|
2019
Q4 | $356K | Buy |
4,465
+3
| +0.1% | +$239 | 0.22% | 111 |
|
|
2019
Q3 | $308K | Sell |
4,462
-896
| -17% | -$61.8K | 0.22% | 115 |
|
|
2019
Q2 | $375K | Buy |
5,358
+67
| +1% | +$4.69K | 0.29% | 93 |
|
|
2019
Q1 | $329K | Sell |
5,291
-466
| -8% | -$29K | 0.26% | 105 |
|
|
2018
Q4 | $300K | Buy |
+5,757
| New | +$300K | 0.27% | 99 |
|