Integrated Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-809
| Closed | -$38K | – | 339 |
|
|
2016
Q3 | $38K | Sell |
809
-1,000
| -55% | -$47K | 0.01% | 461 |
|
|
2016
Q2 | $77K | Sell |
1,809
-659
| -27% | -$28.1K | 0.03% | 337 |
|
|
2016
Q1 | $103K | Sell |
2,468
-485
| -16% | -$20.2K | 0.04% | 278 |
|
|
2015
Q4 | $153K | Buy |
2,953
+1,111
| +60% | +$57.6K | 0.07% | 229 |
|
|
2015
Q3 | $91K | Hold |
1,842
| – | – | 0.04% | 285 |
|
|
2015
Q2 | $102K | Sell |
1,842
-761
| -29% | -$42.1K | 0.04% | 272 |
|
|
2015
Q1 | $134K | Buy |
+2,603
| New | +$134K | 0.06% | 243 |
|