Capital Directions Investment Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $16.7K | Buy |
+370
| New | +$16.7K | 0.01% | 189 |
|
|
2022
Q3 | – | Sell |
-370
| Closed | -$17K | – | 174 |
|
|
2022
Q2 | $17K | Hold |
370
| – | – | 0.01% | 187 |
|
|
2022
Q1 | $20K | Buy |
+370
| New | +$20K | 0.01% | 196 |
|
|
2021
Q4 | – | Sell |
-370
| Closed | -$26K | – | 85 |
|
|
2021
Q3 | $26K | Sell |
370
-27
| -7% | -$1.9K | 0.01% | 178 |
|
|
2021
Q2 | $28K | Buy |
+397
| New | +$28K | 0.01% | 153 |
|
|
2021
Q1 | – | Sell |
-370
| Closed | -$23K | – | 210 |
|
|
2020
Q4 | $23K | Sell |
370
-300
| -45% | -$18.6K | 0.01% | 146 |
|
|
2020
Q3 | $29K | Buy |
+670
| New | +$29K | 0.01% | 133 |
|
|
2020
Q2 | – | Sell |
-1,270
| Closed | -$53K | – | 209 |
|
|
2020
Q1 | $53K | Hold |
1,270
| – | – | 0.02% | 101 |
|
|
2019
Q4 | $101K | Hold |
1,270
| – | – | 0.03% | 90 |
|
|
2019
Q3 | $88K | Buy |
+1,270
| New | +$88K | 0.03% | 89 |
|