Core Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-120
| Closed | -$7.59K | – | 78 |
|
|
2024
Q1 | $7.59K | Hold |
120
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $6.17K | Hold |
120
| – | – | ﹤0.01% | 206 |
|
|
2023
Q3 | $4.94K | Hold |
120
| – | – | ﹤0.01% | 199 |
|
|
2023
Q2 | $5.53K | Hold |
120
| – | – | ﹤0.01% | 191 |
|
|
2023
Q1 | $5.63K | Hold |
120
| – | – | ﹤0.01% | 190 |
|
|
2022
Q4 | $5.43K | Hold |
120
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 168 |
|
|
2022
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 166 |
|
|
2022
Q1 | $6K | Sell |
120
-800
| -87% | -$40K | ﹤0.01% | 160 |
|
|
2021
Q4 | $56K | Buy |
920
+825
| +868% | +$50.2K | 0.03% | 81 |
|
|
2021
Q3 | $7K | Hold |
95
| – | – | ﹤0.01% | 144 |
|
|
2021
Q2 | $7K | Hold |
95
| – | – | ﹤0.01% | 140 |
|
|
2021
Q1 | $7K | Hold |
95
| – | – | 0.01% | 125 |
|
|
2020
Q4 | $6K | Sell |
95
-8
| -8% | -$505 | 0.01% | 131 |
|
|
2020
Q3 | $4K | Buy |
103
+8
| +8% | +$311 | ﹤0.01% | 122 |
|
|
2020
Q2 | $5K | Buy |
95
+29
| +44% | +$1.53K | ﹤0.01% | 99 |
|
|
2020
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 114 |
|
|
2019
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 96 |
|