IMS Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,251
| Closed | -$84K | – | 394 |
|
|
2018
Q2 | $84K | Buy |
+1,251
| New | +$84K | 0.05% | 158 |
|
|
2015
Q1 | – | Sell |
-16,200
| Closed | -$877K | – | 154 |
|
|
2014
Q4 | $877K | Sell |
16,200
-20
| -0.1% | -$1.08K | 1% | 29 |
|
|
2014
Q3 | $841K | Hold |
16,220
| – | – | 0.98% | 28 |
|
|
2014
Q2 | $764K | Buy |
+16,220
| New | +$764K | 0.83% | 44 |
|