Impact Partnership Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-297
| Closed | -$18.8K | – | 282 |
|
2024
Q1 | $18.8K | Sell |
297
-342
| -54% | -$21.6K | 0.01% | 393 |
|
2023
Q4 | $32.9K | Sell |
639
-2,724
| -81% | -$140K | 0.01% | 372 |
|
2023
Q3 | $138K | Buy |
3,363
+2,942
| +699% | +$121K | 0.04% | 244 |
|
2023
Q2 | $19.4K | Buy |
+421
| New | +$19.4K | 0.01% | 342 |
|