Fulcrum Capital’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,914
| Closed | -$403K | – | 119 |
|
|
2022
Q4 | $403K | Hold |
8,914
| – | – | 0.12% | 73 |
|
|
2022
Q3 | $371K | Hold |
8,914
| – | – | 0.11% | 67 |
|
|
2022
Q2 | $410K | Hold |
8,914
| – | – | 0.13% | 58 |
|
|
2022
Q1 | $476K | Buy |
8,914
+1,300
| +17% | +$69.4K | 0.13% | 51 |
|
|
2021
Q4 | $460K | Hold |
7,614
| – | – | 0.1% | 64 |
|
|
2021
Q3 | $534K | Hold |
7,614
| – | – | 0.13% | 59 |
|
|
2021
Q2 | $539K | Buy |
+7,614
| New | +$539K | 0.14% | 52 |
|