DAM
Doheny Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,775
| Closed | -$1.35M | – | 91 |
|
|
2018
Q3 | $1.35M | Hold |
18,775
| – | – | 0.7% | 41 |
|
|
2018
Q2 | $1.26M | Sell |
18,775
-6,650
| -26% | -$445K | 0.68% | 43 |
|
|
2018
Q1 | $1.72M | Buy |
25,425
+2,448
| +11% | +$165K | 0.9% | 38 |
|
|
2017
Q4 | $1.71M | Buy |
+22,977
| New | +$1.71M | 0.8% | 38 |
|