Cornerstone Financial Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $919K | Buy |
12,324
+832
| +7% | +$62K | 0.3% | 60 |
|
2017
Q3 | $835K | Buy |
11,492
+1,079
| +10% | +$78.4K | 0.32% | 56 |
|
2017
Q2 | $698K | Buy |
10,413
+5,681
| +120% | +$381K | 0.27% | 64 |
|
2017
Q1 | $283K | Sell |
4,732
-4,107
| -46% | -$246K | 0.09% | 123 |
|
2016
Q4 | $527K | Sell |
8,839
-1,122
| -11% | -$66.9K | 0.17% | 102 |
|
2016
Q3 | $472K | Buy |
9,961
+18
| +0.2% | +$853 | 0.16% | 94 |
|
2016
Q2 | $422K | Sell |
9,943
-18,089
| -65% | -$768K | 0.15% | 112 |
|
2016
Q1 | $1.17M | Sell |
28,032
-19,617
| -41% | -$819K | 0.45% | 72 |
|
2015
Q4 | $2.45M | Buy |
+47,649
| New | +$2.45M | 0.91% | 27 |
|