BT Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$262K Sell
5,697
-513
-8% -$23.6K 0.07% 53
2022
Q1
$332K Hold
6,210
0.09% 48
2021
Q4
$375K Buy
+6,210
New +$375K 0.1% 45
2019
Q1
Sell
-3,653
Closed -$228K 63
2018
Q4
$228K Buy
+3,653
New +$228K 0.1% 91