Great Lakes Retirement’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-357
| Closed | -$22.7K | – | 263 |
|
|
2024
Q2 | $22.7K | Buy |
+357
| New | +$22.7K | ﹤0.01% | 398 |
|
|
2023
Q3 | – | Sell |
-13,437
| Closed | -$619K | – | 220 |
|
|
2023
Q2 | $619K | Buy |
13,437
+701
| +6% | +$32.3K | 0.11% | 150 |
|
|
2023
Q1 | $597K | Buy |
12,736
+275
| +2% | +$12.9K | 0.11% | 145 |
|
|
2022
Q4 | $564K | Buy |
+12,461
| New | +$564K | 0.14% | 109 |
|