Catamount Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$7K | – | 188 |
|
|
2018
Q2 | $7K | Sell |
100
-48,101
| -100% | -$3.37M | ﹤0.01% | 150 |
|
|
2018
Q1 | $3.25M | Sell |
48,201
-4,570
| -9% | -$309K | 1.74% | 20 |
|
|
2017
Q4 | $3.93M | Buy |
+52,771
| New | +$3.93M | 2.19% | 16 |
|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$100K | – | 191 |
|
|
2017
Q2 | $100K | Buy |
+1,500
| New | +$100K | 0.06% | 55 |
|