Fusion Family Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-412
| Closed | -$21K | – | 166 |
|
|
2018
Q4 | $21K | Hold |
412
| – | – | 0.01% | 152 |
|
|
2018
Q3 | $30K | Hold |
412
| – | – | 0.01% | 145 |
|
|
2018
Q2 | $28K | Hold |
412
| – | – | 0.01% | 165 |
|
|
2018
Q1 | $28K | Hold |
412
| – | – | 0.01% | 151 |
|
|
2017
Q4 | $31K | Buy |
412
+390
| +1,773% | +$29.3K | 0.01% | 160 |
|
|
2017
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 200 |
|
|
2017
Q2 | – | Sell |
-23
| Closed | -$1K | – | 289 |
|
|
2017
Q1 | $1K | Sell |
23
-599
| -96% | -$26K | ﹤0.01% | 285 |
|
|
2016
Q4 | $37K | Buy |
+622
| New | +$37K | 0.02% | 143 |
|