EWM
Evermay Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-58
| Closed | -$3.63K | – | 580 |
|
|
2024
Q3 | $3.63K | Hold |
58
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $3.68K | Hold |
58
| – | – | ﹤0.01% | 513 |
|
|
2024
Q1 | $3.67K | Sell |
58
-17
| -23% | -$1.08K | ﹤0.01% | 512 |
|
|
2023
Q4 | $3.86K | Buy |
75
+17
| +29% | +$874 | ﹤0.01% | 491 |
|
|
2023
Q3 | $2.39K | Hold |
58
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $2.67K | Hold |
58
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $2.72K | Hold |
58
| – | – | ﹤0.01% | 474 |
|
|
2022
Q4 | $2.62K | Hold |
58
| – | – | ﹤0.01% | 484 |
|
|
2022
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 472 |
|
|
2022
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 456 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$14K | – | 510 |
|
|
2021
Q3 | $14K | Sell |
200
-100
| -33% | -$7K | ﹤0.01% | 359 |
|
|
2021
Q2 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 354 |
|
|
2020
Q1 | – | Sell |
-3,275
| Closed | -$262K | – | 139 |
|
|
2019
Q4 | $262K | Buy |
+3,275
| New | +$262K | 0.06% | 136 |
|
|
2018
Q4 | – | Sell |
-5,005
| Closed | -$359K | – | 133 |
|
|
2018
Q3 | $359K | Sell |
5,005
-1,750
| -26% | -$126K | 0.11% | 99 |
|
|
2018
Q2 | $452K | Hold |
6,755
| – | – | 0.15% | 79 |
|
|
2018
Q1 | $456K | Buy |
6,755
+1,745
| +35% | +$118K | 0.16% | 74 |
|
|
2017
Q4 | $373K | Buy |
+5,010
| New | +$373K | 0.14% | 84 |
|