Financial Architects (New Jersey)’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-11,701	Closed	-$537K	–	330
2021 Q2	$537K	Buy	11,701 +2,635	+29%	+$124K	0.08%	187
2021 Q1	$400K	Buy	+9,066	New	+$377K	0.06%	225
2020 Q2	–	Sell	-29	Closed	-$1K	–	848
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	803
2019 Q4	$1K	Hold	29	–	–	﹤0.01%	864
2019 Q3	$1K	Sell	29 -150	-84%	-$5.23K	﹤0.01%	937
2019 Q2	$6K	Sell	179 -952	-84%	-$33.2K	﹤0.01%	970
2019 Q1	$37K	Buy	1,131 +92	+9%	+$3.19K	0.01%	693
2018 Q4	$31K	Buy	1,039 +17	+2%	+$596	0.01%	669
2018 Q3	$39K	Sell	1,022 -6,677	-87%	-$269K	0.01%	703
2018 Q2	$300K	Sell	7,699 -1,196	-13%	-$49.8K	0.05%	222
2018 Q1	$373K	Sell	8,895 -78	-0.9%	-$3.5K	0.07%	197
2017 Q4	$377K	Sell	8,973 -300	-3%	-$11.7K	0.06%	198
2017 Q3	$352K	Buy	9,273 +188	+2%	+$6.58K	0.06%	203
2017 Q2	$324K	Buy	9,085 +2,009	+28%	+$71.2K	0.06%	211
2017 Q1	$245K	Buy	7,076 +6,116	+637%	+$223K	0.04%	251
2016 Q4	$34K	Sell	960 -7	-0.7%	-$212	0.01%	688
2016 Q3	$24K	Buy	967 +2	+0.2%	+$46	0.01%	794
2016 Q2	$19K	Buy	+965	New	+$21.4K	0.01%	797