Elite Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 183 |
|
|
2015
Q3 | – | Sell |
-10,245
| Closed | -$565K | – | 60 |
|
|
2015
Q2 | $565K | Buy |
+10,245
| New | +$565K | 0.59% | 40 |
|
|
2014
Q4 | – | Sell |
-24
| Closed | -$1K | – | 130 |
|
|
2014
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 265 |
|
|
2014
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 300 |
|
|
2014
Q1 | $1K | Sell |
24
-10,518
| -100% | -$438K | ﹤0.01% | 306 |
|
|
2013
Q4 | $549K | Buy |
10,542
+10,532
| +105,320% | +$548K | 0.4% | 47 |
|
|
2013
Q3 | $0 | Buy |
10
+6
| +150% | – | ﹤0.01% | 398 |
|
|
2013
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 282 |
|