Capital Planning Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $474K | Sell |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $2.75M | Buy |
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|
2018
Q2 | $2.08M | Sell |
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|
2018
Q1 | $2.34M | Buy |
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|
2017
Q4 | $2.45M | Buy |
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|
2017
Q3 | $2.09M | Buy |
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|
2017
Q2 | $1.8M | Buy |
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|
2017
Q1 | $218K | Buy |
|