Braver Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,360
| Closed | -$270K | – | 143 |
|
|
2016
Q2 | $270K | Sell |
6,360
-940
| -13% | -$39.9K | 0.05% | 120 |
|
|
2016
Q1 | $305K | Buy |
7,300
+1,180
| +19% | +$49.3K | 0.05% | 124 |
|
|
2015
Q4 | $317K | Buy |
6,120
+295
| +5% | +$15.3K | 0.07% | 69 |
|
|
2015
Q3 | $289K | Buy |
+5,825
| New | +$289K | 0.07% | 68 |
|