GA
Geller Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,523
| Closed | -$208K | – | 134 |
|
|
2022
Q2 | $208K | Hold |
4,523
| – | – | 0.04% | 129 |
|
|
2022
Q1 | $242K | Hold |
4,523
| – | – | 0.05% | 133 |
|
|
2021
Q4 | $273K | Sell |
4,523
-42
| -0.9% | -$2.54K | 0.05% | 125 |
|
|
2021
Q3 | $320K | Sell |
4,565
-2,134
| -32% | -$150K | 0.07% | 98 |
|
|
2021
Q2 | $474K | Sell |
6,699
-296
| -4% | -$20.9K | 0.1% | 53 |
|
|
2021
Q1 | $509K | Buy |
6,995
+1,794
| +34% | +$131K | 0.12% | 49 |
|
|
2020
Q4 | $426K | Hold |
5,201
| – | – | 0.11% | 52 |
|
|
2020
Q3 | $224K | Buy |
+5,201
| New | +$224K | 0.06% | 74 |
|