Dynamic Advisor Solutions’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,873
| Closed | -$221K | – | 707 |
|
|
2022
Q1 | $221K | Buy |
+4,873
| New | +$221K | 0.02% | 652 |
|
|
2018
Q4 | – | Sell |
-13,073
| Closed | -$504K | – | 397 |
|
|
2018
Q3 | $504K | Sell |
13,073
-106
| -0.8% | -$4.09K | 0.1% | 219 |
|
|
2018
Q2 | $513K | Buy |
+13,179
| New | +$513K | 0.12% | 207 |
|