Dynasty Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,371
| Closed | -$529K | – | 19 |
|
|
2018
Q3 | $529K | Buy |
7,371
+3,968
| +117% | +$285K | 0.68% | 35 |
|
|
2018
Q2 | $228K | Sell |
3,403
-282
| -8% | -$18.9K | 0.47% | 58 |
|
|
2018
Q1 | $249K | Sell |
3,685
-1,271
| -26% | -$85.9K | 0.1% | 50 |
|
|
2017
Q4 | $369K | Buy |
+4,956
| New | +$369K | 0.64% | 48 |
|