Graves Light Lenhart Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-959
| Closed | -$44K | – | 228 |
|
|
2022
Q2 | $44K | Sell |
959
-66
| -6% | -$3.03K | 0.01% | 317 |
|
|
2022
Q1 | $55K | Sell |
1,025
-14
| -1% | -$751 | 0.01% | 345 |
|
|
2021
Q4 | $63K | Buy |
1,039
+165
| +19% | +$10K | 0.01% | 369 |
|
|
2021
Q3 | $61K | Buy |
874
+2
| +0.2% | +$140 | 0.01% | 345 |
|
|
2021
Q2 | $62K | Hold |
872
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $63K | Buy |
872
+39
| +5% | +$2.82K | 0.01% | 347 |
|
|
2020
Q4 | $51K | Buy |
+833
| New | +$51K | 0.01% | 365 |
|