CW
Cobiz Wealth’s Citigroup C Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $4.72M | Buy |
67,440
+2,000
| +3% | +$140K | 0.93% | 46 |
|
2019
Q1 | $4.07M | Buy |
65,440
+32,196
| +97% | +$2M | 0.78% | 47 |
|
2018
Q4 | $1.73M | Sell |
33,244
-33,544
| -50% | -$1.75M | 0.38% | 59 |
|
2018
Q3 | $4.79M | Sell |
66,788
-700
| -1% | -$50.2K | 0.92% | 48 |
|
2018
Q2 | $4.52M | Buy |
67,488
+7,323
| +12% | +$490K | 0.92% | 46 |
|
2018
Q1 | $4.06M | Buy |
+60,165
| New | +$4.06M | 0.86% | 49 |
|