Edge Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $28K | Buy |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | $23K | Buy |
|
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|
2021
Q1 | $24K | Buy |
|
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|
2020
Q4 | $17K | Sell |
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|
2020
Q3 | $99K | Sell |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $162K | Sell |
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|
2019
Q3 | $826K | Sell |
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|
2019
Q2 | $845K | Buy |
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|
2019
Q1 | $134K | Buy |
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|
2018
Q4 | $101K | Sell |
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|
2018
Q3 | $1.17M | Buy |
|
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $784K | Buy |
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|
2017
Q4 | $834K | Buy |
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|
2017
Q3 | $445K | Buy |
|
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|
2017
Q2 | $77K | Sell |
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|
2017
Q1 | $977K | Buy |
|
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|
2016
Q4 | $1.31M | Buy |
|
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|
2016
Q3 | $512K | Buy |
|
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|
2016
Q2 | $36K | Sell |
|
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|
2016
Q1 | $78K | Buy |
|
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|
2015
Q4 | $19K | Hold |
|
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|
2015
Q3 | $18K | Hold |
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|
2015
Q2 | $20K | Hold |
|
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|
2015
Q1 | $19K | Sell |
|
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|
2014
Q4 | $288K | Sell |
|
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|
2014
Q3 | $1.05M | Buy |
|
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|
2014
Q2 | $11K | Sell |
|
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|
2014
Q1 | $14K | Hold |
|
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|
2013
Q4 | $16K | Hold |
|
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|
2013
Q3 | $15K | Sell |
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|
2013
Q2 | $15K | Buy |
|