Cypress Wealth Services’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,693
| Closed | -$295K | – | 249 |
|
|
2019
Q4 | $295K | Buy |
3,693
+15
| +0.4% | +$1.2K | 0.07% | 193 |
|
|
2019
Q3 | $254K | Buy |
3,678
+18
| +0.5% | +$1.24K | 0.07% | 202 |
|
|
2019
Q2 | $256K | Sell |
3,660
-39
| -1% | -$2.73K | 0.07% | 208 |
|
|
2019
Q1 | $230K | Buy |
+3,699
| New | +$230K | 0.07% | 217 |
|
|
2018
Q4 | – | Sell |
-2,914
| Closed | -$209K | – | 224 |
|
|
2018
Q3 | $209K | Buy |
+2,914
| New | +$209K | 0.07% | 207 |
|