Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.63K | Hold |
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|
2024
Q2 | $3.68K | Hold |
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|
2024
Q1 | $3.67K | Sell |
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|
2023
Q4 | $3.86K | Buy |
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|
2023
Q3 | $2.39K | Hold |
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|
2023
Q2 | $2.67K | Hold |
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|
2023
Q1 | $2.72K | Hold |
|
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|
2022
Q4 | $2.62K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $21K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $452K | Hold |
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|
2018
Q1 | $456K | Buy |
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|
2017
Q4 | $373K | Buy |
|