GIM
Guild Investment Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-61,590
| Closed | -$3.29M | – | 70 |
|
|
2022
Q1 | $3.29M | Buy |
61,590
+42,940
| +230% | +$2.29M | 3.36% | 6 |
|
|
2021
Q4 | $1.13M | Buy |
18,650
+2,730
| +17% | +$165K | 1.14% | 28 |
|
|
2021
Q3 | $1.12M | Buy |
15,920
+4,920
| +45% | +$345K | 1.08% | 32 |
|
|
2021
Q2 | $778K | Buy |
+11,000
| New | +$778K | 0.75% | 42 |
|
|
2020
Q3 | – | Sell |
-28,840
| Closed | -$1.47M | – | 50 |
|
|
2020
Q2 | $1.47M | Buy |
+28,840
| New | +$1.47M | 2.09% | 22 |
|
|
2019
Q4 | – | Sell |
-24,740
| Closed | -$1.71M | – | 50 |
|
|
2019
Q3 | $1.71M | Sell |
24,740
-7,040
| -22% | -$486K | 2.36% | 22 |
|
|
2019
Q2 | $2.23M | Sell |
31,780
-840
| -3% | -$58.8K | 3.29% | 9 |
|
|
2019
Q1 | $2.03M | Buy |
+32,620
| New | +$2.03M | 2.65% | 14 |
|
|
2017
Q4 | – | Sell |
-7,300
| Closed | -$531K | – | 39 |
|
|
2017
Q3 | $531K | Buy |
+7,300
| New | +$531K | 0.56% | 22 |
|
|
2017
Q2 | – | Sell |
-97,890
| Closed | -$5.86M | – | 22 |
|
|
2017
Q1 | $5.86M | Buy |
97,890
+14,630
| +18% | +$875K | 5.7% | 2 |
|
|
2016
Q4 | $4.95M | Buy |
+83,260
| New | +$4.95M | 4.49% | 5 |
|