Brewin Dolphin Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $333K | Hold |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $117K | Hold |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $192K | Hold |
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|
2019
Q2 | $194K | Buy |
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|
2019
Q1 | $79.2K | Sell |
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|
2018
Q4 | $81.9K | Hold |
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|
2018
Q3 | $113K | Sell |
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|
2018
Q2 | $122K | Hold |
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|
2018
Q1 | $123K | Sell |
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|
2017
Q4 | $147K | Buy |
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|
2017
Q3 | $142K | Buy |
|