Evolution Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-348
| Closed | -$16K | – | 239 |
|
|
2021
Q3 | $16K | Sell |
348
-1
| -0.3% | -$46 | ﹤0.01% | 340 |
|
|
2021
Q2 | $16K | Hold |
349
| – | – | ﹤0.01% | 333 |
|
|
2021
Q1 | $15K | Hold |
349
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $12K | Hold |
349
| – | – | ﹤0.01% | 326 |
|
|
2020
Q3 | $9K | Hold |
349
| – | – | ﹤0.01% | 365 |
|
|
2020
Q2 | $9K | Buy |
+349
| New | +$9K | ﹤0.01% | 299 |
|
|
2020
Q1 | – | Sell |
-94
| Closed | -$4K | – | 367 |
|
|
2019
Q4 | $4K | Sell |
94
-141
| -60% | -$6K | ﹤0.01% | 431 |
|
|
2019
Q3 | $8K | Buy |
235
+176
| +298% | +$5.99K | ﹤0.01% | 206 |
|
|
2019
Q2 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 391 |
|