Clearview Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,317
| Closed | -$107K | – | 184 |
|
|
2023
Q2 | $107K | Buy |
2,317
+10
| +0.4% | +$460 | 0.11% | 135 |
|
|
2023
Q1 | $108K | Buy |
2,307
+9
| +0.4% | +$422 | 0.11% | 141 |
|
|
2022
Q4 | $104K | Buy |
2,298
+141
| +7% | +$6.38K | 0.08% | 117 |
|
|
2022
Q3 | $90K | Buy |
2,157
+178
| +9% | +$7.43K | 0.07% | 125 |
|
|
2022
Q2 | $91K | Buy |
1,979
+208
| +12% | +$9.56K | 0.07% | 132 |
|
|
2022
Q1 | $95K | Buy |
1,771
+453
| +34% | +$24.3K | 0.06% | 139 |
|
|
2021
Q4 | $80K | Sell |
1,318
-94
| -7% | -$5.71K | 0.05% | 182 |
|
|
2021
Q3 | $99K | Buy |
1,412
+7
| +0.5% | +$491 | 0.06% | 161 |
|
|
2021
Q2 | $99K | Buy |
1,405
+6
| +0.4% | +$423 | 0.06% | 165 |
|
|
2021
Q1 | $102K | Sell |
1,399
-8
| -0.6% | -$583 | 0.07% | 154 |
|
|
2020
Q4 | $87K | Buy |
+1,407
| New | +$87K | 0.06% | 150 |
|