BA
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Broadview Advisors’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-10,500
Closed -$753K 86
2018
Q3
$753K Hold
10,500
0.13% 79
2018
Q2
$703K Sell
10,500
-4,200
-29% -$281K 0.11% 84
2018
Q1
$992K Sell
14,700
-450
-3% -$30.4K 0.16% 77
2017
Q4
$1.13M Buy
15,150
+6,500
+75% +$484K 0.16% 86
2017
Q3
$629K Buy
+8,650
New +$629K 0.09% 92