Biltmore Family Office’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,541
| Closed | -$283K | – | 176 |
|
|
2019
Q4 | $283K | Buy |
3,541
+189
| +6% | +$15.1K | 0.11% | 144 |
|
|
2019
Q3 | $232K | Sell |
3,352
-149
| -4% | -$10.3K | 0.1% | 140 |
|
|
2019
Q2 | $245K | Hold |
3,501
| – | – | 0.13% | 126 |
|
|
2019
Q1 | $218K | Buy |
+3,501
| New | +$218K | 0.11% | 139 |
|
|
2018
Q4 | – | Sell |
-3,853
| Closed | -$276K | – | 140 |
|
|
2018
Q3 | $276K | Hold |
3,853
| – | – | 0.13% | 124 |
|
|
2018
Q2 | $258K | Sell |
3,853
-145
| -4% | -$9.71K | 0.13% | 122 |
|
|
2018
Q1 | $270K | Hold |
3,998
| – | – | 0.12% | 139 |
|
|
2017
Q4 | $297K | Buy |
+3,998
| New | +$297K | 0.13% | 122 |
|