Insight Wealth Strategies’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,200
| Closed | -$797K | – | 157 |
|
|
2021
Q4 | $797K | Buy |
13,200
+2,535
| +24% | +$153K | 0.11% | 114 |
|
|
2021
Q3 | $748K | Buy |
10,665
+819
| +8% | +$57.4K | 0.11% | 126 |
|
|
2021
Q2 | $697K | Sell |
9,846
-371
| -4% | -$26.3K | 0.1% | 126 |
|
|
2021
Q1 | $743K | Buy |
10,217
+5,313
| +108% | +$386K | 0.1% | 125 |
|
|
2020
Q4 | $302K | Buy |
+4,904
| New | +$302K | 0.05% | 167 |
|
|
2020
Q1 | – | Sell |
-5,124
| Closed | -$409K | – | 159 |
|
|
2019
Q4 | $409K | Buy |
+5,124
| New | +$409K | 0.09% | 149 |
|