Jackson Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-18,918
| Closed | -$1.36M | – | 86 |
|
2018
Q3 | $1.36M | Buy |
18,918
+360
| +2% | +$25.8K | 0.29% | 75 |
|
2018
Q2 | $1.33M | Buy |
18,558
+154
| +0.8% | +$11K | 0.31% | 75 |
|
2018
Q1 | $1.28M | Sell |
18,404
-4,278
| -19% | -$297K | 0.36% | 80 |
|
2017
Q4 | $1.71M | Buy |
22,682
+432
| +2% | +$32.5K | 0.43% | 70 |
|
2017
Q3 | $1.67M | Buy |
22,250
+2,202
| +11% | +$166K | 0.45% | 59 |
|
2017
Q2 | $1.4M | Buy |
20,048
+3,291
| +20% | +$229K | 0.44% | 56 |
|
2017
Q1 | $996K | Buy |
+16,757
| New | +$996K | 0.36% | 62 |
|