CPSC
Carl P. Sherr & Co’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,377
| Closed | -$240K | – | 119 |
|
|
2025
Q1 | $240K | Sell |
3,377
-175
| -5% | -$12.4K | 0.13% | 108 |
|
|
2024
Q4 | $250K | Buy |
+3,552
| New | +$250K | 0.13% | 108 |
|
|
2020
Q1 | – | Sell |
-3,296
| Closed | -$263K | – | 103 |
|
|
2019
Q4 | $263K | Buy |
+3,296
| New | +$263K | 0.26% | 99 |
|