Global Wealth Management Investment Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,167
| Closed | -$60K | – | 183 |
|
|
2023
Q4 | $60K | Sell |
1,167
-49,822
| -98% | -$2.56M | 0.02% | 186 |
|
|
2023
Q3 | $2.1M | Buy |
50,989
+431
| +0.9% | +$17.7K | 0.59% | 60 |
|
|
2023
Q2 | $2.33M | Buy |
50,558
+119
| +0.2% | +$5.48K | 0.64% | 56 |
|
|
2023
Q1 | $2.37M | Sell |
50,439
-20,631
| -29% | -$967K | 0.71% | 53 |
|
|
2022
Q4 | $3.21M | Buy |
71,070
+2,689
| +4% | +$122K | 1.05% | 35 |
|
|
2022
Q3 | $2.85M | Buy |
68,381
+886
| +1% | +$36.9K | 1.02% | 36 |
|
|
2022
Q2 | $3.1M | Buy |
67,495
+15,102
| +29% | +$695K | 1.05% | 35 |
|
|
2022
Q1 | $2.8M | Buy |
52,393
+2,409
| +5% | +$129K | 0.83% | 46 |
|
|
2021
Q4 | $3.02M | Buy |
49,984
+2,262
| +5% | +$137K | 0.91% | 39 |
|
|
2021
Q3 | $3.35M | Buy |
47,722
+2,512
| +6% | +$176K | 1.06% | 30 |
|
|
2021
Q2 | $3.2M | Buy |
45,210
+1,266
| +3% | +$89.6K | 1.06% | 29 |
|
|
2021
Q1 | $3.2M | Buy |
43,944
+1,239
| +3% | +$90.1K | 1.15% | 29 |
|
|
2020
Q4 | $2.63M | Buy |
42,705
+1,321
| +3% | +$81.4K | 1.02% | 31 |
|
|
2020
Q3 | $1.78M | Sell |
41,384
-555
| -1% | -$23.9K | 0.77% | 46 |
|
|
2020
Q2 | $2.14M | Buy |
41,939
+1,277
| +3% | +$65.3K | 0.92% | 36 |
|
|
2020
Q1 | $1.71M | Buy |
40,662
+13,081
| +47% | +$551K | 0.86% | 42 |
|
|
2019
Q4 | $2.2M | Sell |
27,581
-549
| -2% | -$43.9K | 0.93% | 33 |
|
|
2019
Q3 | $1.94M | Buy |
28,130
+1,040
| +4% | +$71.8K | 0.89% | 43 |
|
|
2019
Q2 | $1.9M | Buy |
27,090
+2,750
| +11% | +$193K | 0.92% | 35 |
|
|
2019
Q1 | $1.51M | Buy |
24,340
+7,783
| +47% | +$484K | 0.79% | 47 |
|
|
2018
Q4 | $862K | Buy |
+16,557
| New | +$862K | 0.5% | 67 |
|