Evermay Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-48
| Closed | -$1.89K | – | 549 |
|
|
2022
Q4 | $1.89K | Hold |
48
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 473 |
|
|
2022
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 471 |
|
|
2022
Q1 | $2K | Sell |
48
-720
| -94% | -$30K | ﹤0.01% | 482 |
|
|
2021
Q4 | $36K | Sell |
768
-132
| -15% | -$6.19K | 0.01% | 309 |
|
|
2021
Q3 | $42K | Hold |
900
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $41K | Buy |
+900
| New | +$41K | 0.01% | 305 |
|