Biegel & Waller’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$6.66M Sell
96,410
-562
-0.6% -$38.8K 3.73% 8
2019
Q2
$6.79M Sell
96,972
-3,367
-3% -$236K 3.47% 9
2019
Q1
$6.24M Sell
100,339
-13,372
-12% -$832K 3.21% 10
2018
Q4
$5.92M Sell
113,711
-7,550
-6% -$393K 3.5% 8
2018
Q3
$8.7M Sell
121,261
-6,258
-5% -$449K 5.02% 8
2018
Q2
$8.53M Sell
127,519
-723
-0.6% -$48.4K 5.31% 9
2018
Q1
$8.66M Buy
128,242
+254
+0.2% +$17.1K 5.5% 8
2017
Q4
$9.52M Sell
127,988
-18,311
-13% -$1.36M 5.53% 7
2017
Q3
$10.6M Sell
146,299
-5,411
-4% -$394K 6.69% 7
2017
Q2
$10.1M Sell
151,710
-2,454
-2% -$164K 6.2% 8
2017
Q1
$9.22M Sell
154,164
-19,765
-11% -$1.18M 6.36% 8
2016
Q4
$9.98M Buy
+173,929
New +$9.98M 6.96% 8