Ironwood Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,327
| Closed | -$93K | – | 175 |
|
2021
Q3 | $93K | Hold |
1,327
| – | – | 0.03% | 146 |
|
2021
Q2 | $94K | Hold |
1,327
| – | – | 0.03% | 143 |
|
2021
Q1 | $97K | Hold |
1,327
| – | – | 0.03% | 130 |
|
2020
Q4 | $82K | Hold |
1,327
| – | – | 0.03% | 135 |
|
2020
Q3 | $57K | Hold |
1,327
| – | – | 0.03% | 111 |
|
2020
Q2 | $68K | Hold |
1,327
| – | – | 0.04% | 94 |
|
2020
Q1 | $56K | Sell |
1,327
-157
| -11% | -$6.63K | 0.04% | 78 |
|
2019
Q4 | $119K | Sell |
1,484
-40
| -3% | -$3.21K | 0.05% | 68 |
|
2019
Q3 | $105K | Hold |
1,524
| – | – | 0.05% | 73 |
|
2019
Q2 | $107K | Hold |
1,524
| – | – | 0.05% | 71 |
|
2019
Q1 | $95K | Buy |
1,524
+390
| +34% | +$24.3K | 0.05% | 77 |
|
2018
Q4 | $59K | Buy |
1,134
+559
| +97% | +$29.1K | 0.03% | 91 |
|
2018
Q3 | $41K | Buy |
575
+175
| +44% | +$12.5K | 0.02% | 127 |
|
2018
Q2 | $27K | Hold |
400
| – | – | 0.02% | 133 |
|
2018
Q1 | $27K | Hold |
400
| – | – | 0.03% | 110 |
|
2017
Q4 | $30K | Hold |
400
| – | – | 0.02% | 113 |
|
2017
Q3 | $29K | Hold |
400
| – | – | 0.02% | 118 |
|
2017
Q2 | $27K | Hold |
400
| – | – | 0.02% | 114 |
|
2017
Q1 | $24K | Hold |
400
| – | – | 0.02% | 118 |
|
2016
Q4 | $24K | Hold |
400
| – | – | 0.02% | 119 |
|
2016
Q3 | $19K | Hold |
400
| – | – | 0.01% | 135 |
|
2016
Q2 | $17K | Hold |
400
| – | – | 0.01% | 140 |
|
2016
Q1 | $17K | Buy |
+400
| New | +$17K | 0.01% | 141 |
|
2015
Q3 | $20K | Sell |
400
-475
| -54% | -$23.8K | 0.01% | 170 |
|
2015
Q2 | $48K | Buy |
875
+475
| +119% | +$26.1K | 0.02% | 116 |
|
2015
Q1 | $21K | Sell |
400
-22
| -5% | -$1.16K | 0.01% | 155 |
|
2014
Q4 | $23K | Buy |
+422
| New | +$23K | 0.01% | 128 |
|