Charter Oak Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-306
| Closed | -$14K | – | 266 |
|
|
2022
Q2 | $14K | Sell |
306
-352
| -53% | -$16.1K | ﹤0.01% | 538 |
|
|
2022
Q1 | $35K | Buy |
658
+1
| +0.2% | +$53 | ﹤0.01% | 409 |
|
|
2021
Q4 | $40K | Hold |
657
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $46K | Buy |
657
+1
| +0.2% | +$70 | 0.01% | 333 |
|
|
2021
Q2 | $46K | Buy |
656
+200
| +44% | +$14K | 0.01% | 325 |
|
|
2021
Q1 | $33K | Hold |
456
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $28K | Buy |
+456
| New | +$28K | ﹤0.01% | 372 |
|