Genovese Burford & Brothers Wealth & Retirement Plan Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,340
| Closed | -$90K | – | 130 |
|
|
2018
Q2 | $90K | Sell |
1,340
-74
| -5% | -$4.97K | 0.03% | 121 |
|
|
2018
Q1 | $95K | Buy |
+1,414
| New | +$95K | 0.03% | 122 |
|
|
2017
Q4 | – | Sell |
-372
| Closed | -$27K | – | 275 |
|
|
2017
Q3 | $27K | Buy |
372
+14
| +4% | +$1.02K | 0.01% | 193 |
|
|
2017
Q2 | $23K | Buy |
358
+1
| +0.3% | +$64 | 0.01% | 203 |
|
|
2017
Q1 | $22K | Buy |
357
+50
| +16% | +$3.08K | 0.01% | 222 |
|
|
2016
Q4 | $19K | Buy |
307
+12
| +4% | +$743 | 0.01% | 249 |
|
|
2016
Q3 | $13K | Hold |
295
| – | – | 0.01% | 270 |
|
|
2016
Q2 | $12K | Sell |
295
-5
| -2% | -$203 | ﹤0.01% | 260 |
|
|
2016
Q1 | $12K | Buy |
300
+6
| +2% | +$240 | 0.01% | 240 |
|
|
2015
Q4 | $15K | Buy |
+294
| New | +$15K | 0.01% | 225 |
|