Gupta Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $345K | Sell |
8,254
-1,769
| -18% | -$73.9K | 0.08% | 175 |
|
|
2015
Q4 | $519K | Sell |
10,023
-1,218
| -11% | -$63.1K | 0.13% | 142 |
|
|
2015
Q3 | $558K | Buy |
11,241
+2,328
| +26% | +$116K | 0.14% | 125 |
|
|
2015
Q2 | $492K | Buy |
8,913
+2,478
| +39% | +$137K | 0.12% | 148 |
|
|
2015
Q1 | $332K | Buy |
+6,435
| New | +$332K | 0.1% | 163 |
|