BAM
Bruderman Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,221
| Closed | -$76K | – | 176 |
|
|
2019
Q1 | $76K | Sell |
1,221
-198
| -14% | -$12.3K | 0.02% | 225 |
|
|
2018
Q4 | $74K | Buy |
1,419
+879
| +163% | +$45.8K | 0.02% | 211 |
|
|
2018
Q3 | $39K | Buy |
540
+2
| +0.4% | +$144 | 0.01% | 213 |
|
|
2018
Q2 | $36K | Buy |
538
+201
| +60% | +$13.5K | 0.01% | 228 |
|
|
2018
Q1 | $23K | Buy |
+337
| New | +$23K | 0.01% | 264 |
|
|
2017
Q3 | – | Sell |
-336
| Closed | -$22K | – | 148 |
|
|
2017
Q2 | $22K | Buy |
+336
| New | +$22K | 0.01% | 266 |
|
|
2017
Q1 | – | Sell |
-336
| Closed | -$20K | – | 148 |
|
|
2016
Q4 | $20K | Hold |
336
| – | – | 0.01% | 273 |
|
|
2016
Q3 | $16K | Sell |
336
-99
| -23% | -$4.71K | ﹤0.01% | 297 |
|
|
2016
Q2 | $18K | Hold |
435
| – | – | 0.01% | 272 |
|
|
2016
Q1 | $18K | Hold |
435
| – | – | 0.01% | 276 |
|
|
2015
Q4 | $23K | Hold |
435
| – | – | 0.01% | 272 |
|
|
2015
Q3 | $22K | Hold |
435
| – | – | 0.01% | 267 |
|
|
2015
Q2 | $24K | Buy |
435
+180
| +71% | +$9.93K | 0.01% | 287 |
|
|
2015
Q1 | $13K | Buy |
+255
| New | +$13K | 0.01% | 325 |
|