Heritage Wealth Management (Arizona)’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $39K | Buy |
862
+503
| +140% | +$22.8K | 0.01% | 546 |
|
|
2022
Q3 | $15K | Buy |
359
+98
| +38% | +$4.1K | ﹤0.01% | 585 |
|
|
2022
Q2 | $12K | Sell |
261
-11
| -4% | -$506 | ﹤0.01% | 638 |
|
|
2022
Q1 | $15K | Buy |
+272
| New | +$15K | ﹤0.01% | 644 |
|
|
2021
Q3 | $16K | Sell |
234
-50
| -18% | -$3.42K | 0.01% | 584 |
|
|
2021
Q2 | $20K | Hold |
284
| – | – | 0.01% | 558 |
|
|
2021
Q1 | $21K | Buy |
+284
| New | +$21K | 0.01% | 483 |
|