Cornerstone Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,948
| Closed | -$238K | – | 285 |
|
|
2021
Q4 | $238K | Buy |
+3,948
| New | +$238K | 0.03% | 230 |
|
|
2021
Q2 | – | Sell |
-7,836
| Closed | -$570K | – | 218 |
|
|
2021
Q1 | $570K | Buy |
7,836
+3,045
| +64% | +$221K | 0.11% | 141 |
|
|
2020
Q4 | $295K | Sell |
4,791
-701
| -13% | -$43.2K | 0.06% | 173 |
|
|
2020
Q3 | $237K | Buy |
+5,492
| New | +$237K | 0.06% | 166 |
|
|
2019
Q3 | – | Sell |
-3,008
| Closed | -$211K | – | 159 |
|
|
2019
Q2 | $211K | Buy |
+3,008
| New | +$211K | 0.05% | 150 |
|