Cascadia Advisory Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.73M | Buy |
38,928
+2,296
| +6% | +$161K | 0.55% | 62 |
|
|
2021
Q2 | $2.59M | Buy |
36,632
+2,877
| +9% | +$204K | 0.56% | 54 |
|
|
2021
Q1 | $2.46M | Buy |
+33,755
| New | +$2.46M | 0.54% | 50 |
|
|
2020
Q3 | $2.01M | Buy |
46,719
+6,181
| +15% | +$266K | 0.56% | 46 |
|
|
2020
Q2 | $2.07M | Buy |
+40,538
| New | +$2.07M | 0.63% | 48 |
|
|
2019
Q4 | $1.41M | Buy |
+17,620
| New | +$1.41M | 0.4% | 77 |
|