CAPTRUST Financial Advisors’s Citizens CIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,065
| Closed | -$9K | – | 2409 |
|
|
2022
Q2 | $9K | Buy |
2,065
+1,607
| +351% | +$7K | ﹤0.01% | 3795 |
|
|
2022
Q1 | $2K | Buy |
458
+220
| +92% | +$961 | ﹤0.01% | 4466 |
|
|
2021
Q4 | $1K | Buy |
238
+167
| +235% | +$702 | ﹤0.01% | 4548 |
|
|
2021
Q3 | $0 | Hold |
71
| – | – | ﹤0.01% | 4654 |
|
|
2021
Q2 | $0 | Sell |
71
-318
| -82% | – | ﹤0.01% | 4533 |
|
|
2021
Q1 | $2K | Buy |
+389
| New | +$2K | ﹤0.01% | 4019 |
|