CPA
Clear Perspective Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,269
| Closed | -$421K | – | 115 |
|
|
2019
Q4 | $421K | Hold |
5,269
| – | – | 0.26% | 87 |
|
|
2019
Q3 | $364K | Buy |
5,269
+40
| +0.8% | +$2.76K | 0.17% | 100 |
|
|
2019
Q2 | $366K | Sell |
5,229
-1,000
| -16% | -$70K | 0.23% | 96 |
|
|
2019
Q1 | $432K | Buy |
6,229
+25
| +0.4% | +$1.73K | 0.31% | 89 |
|
|
2018
Q4 | $323K | Sell |
6,204
-915
| -13% | -$47.6K | 0.27% | 92 |
|
|
2018
Q3 | $511K | Buy |
7,119
+60
| +0.8% | +$4.31K | 0.38% | 80 |
|
|
2018
Q2 | $472K | Buy |
+7,059
| New | +$472K | 0.33% | 83 |
|
|
2018
Q1 | – | Sell |
-56
| Closed | -$4K | – | 497 |
|
|
2017
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 397 |
|
|
2017
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 396 |
|
|
2017
Q2 | $4K | Buy |
56
+46
| +460% | +$3.29K | ﹤0.01% | 396 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 397 |
|
|
2016
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 394 |
|