Heritage Trust’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-350
| Closed | -$10K | – | 215 |
|
2018
Q4 | $10K | Hold |
350
| – | – | ﹤0.01% | 307 |
|
2018
Q3 | $13K | Hold |
350
| – | – | ﹤0.01% | 298 |
|
2018
Q2 | $14K | Hold |
350
| – | – | 0.01% | 276 |
|
2018
Q1 | $15K | Hold |
350
| – | – | 0.01% | 271 |
|
2017
Q4 | $15K | Buy |
+350
| New | +$15K | 0.01% | 257 |
|