CWM
Cedar Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16K | Buy |
+49
| New | +$4.16K | ﹤0.01% | 197 |
|
|
2024
Q2 | – | Sell |
-182
| Closed | -$11.5K | – | 310 |
|
|
2024
Q1 | $11.5K | Buy |
+182
| New | +$11.5K | ﹤0.01% | 249 |
|
|
2019
Q3 | – | Sell |
-1,826
| Closed | -$128K | – | 154 |
|
|
2019
Q2 | $128K | Hold |
1,826
| – | – | 0.08% | 81 |
|
|
2019
Q1 | $114K | Sell |
1,826
-448
| -20% | -$28K | 0.07% | 81 |
|
|
2018
Q4 | $118K | Sell |
2,274
-30
| -1% | -$1.56K | 0.08% | 71 |
|
|
2018
Q3 | $165K | Sell |
2,304
-328
| -12% | -$23.5K | 0.09% | 65 |
|
|
2018
Q2 | $176K | Buy |
2,632
+104
| +4% | +$6.95K | 0.1% | 56 |
|
|
2018
Q1 | $171K | Sell |
2,528
-6
| -0.2% | -$406 | 0.11% | 61 |
|
|
2017
Q4 | $189K | Sell |
2,534
-7
| -0.3% | -$522 | 0.11% | 56 |
|
|
2017
Q3 | $185K | Sell |
2,541
-166
| -6% | -$12.1K | 0.11% | 57 |
|
|
2017
Q2 | $181K | Sell |
2,707
-142
| -5% | -$9.5K | 0.12% | 57 |
|
|
2017
Q1 | $170K | Buy |
2,849
+115
| +4% | +$6.86K | 0.1% | 59 |
|
|
2016
Q4 | $162K | Hold |
2,734
| – | – | 0.11% | 59 |
|
|
2016
Q3 | $129K | Buy |
2,734
+121
| +5% | +$5.71K | 0.09% | 49 |
|
|
2016
Q2 | $111K | Buy |
2,613
+950
| +57% | +$40.4K | 0.07% | 64 |
|
|
2016
Q1 | $69K | Buy |
1,663
+1,653
| +16,530% | +$68.6K | 0.05% | 58 |
|
|
2015
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 35 |
|