Janiczek Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $101K | Hold |
1,587
| – | – | 0.02% | 274 |
|
|
2024
Q1 | $100K | Hold |
1,587
| – | – | 0.02% | 290 |
|
|
2023
Q4 | $81.6K | Buy |
1,587
+785
| +98% | +$40.4K | 0.02% | 305 |
|
|
2023
Q3 | $33K | Buy |
802
+429
| +115% | +$17.6K | 0.01% | 437 |
|
|
2023
Q2 | $17.2K | Buy |
373
+91
| +32% | +$4.19K | ﹤0.01% | 482 |
|
|
2023
Q1 | $14K | Buy |
282
+114
| +68% | +$5.65K | ﹤0.01% | 513 |
|
|
2022
Q4 | $8.25K | Sell |
168
-70
| -29% | -$3.44K | ﹤0.01% | 596 |
|
|
2022
Q3 | $10K | Sell |
238
-174
| -42% | -$7.31K | ﹤0.01% | 539 |
|
|
2022
Q2 | $21K | Buy |
412
+354
| +610% | +$18K | 0.01% | 461 |
|
|
2022
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 718 |
|
|
2021
Q4 | $4K | Sell |
58
-12
| -17% | -$828 | ﹤0.01% | 726 |
|
|
2021
Q3 | $5K | Buy |
70
+35
| +100% | +$2.5K | ﹤0.01% | 683 |
|
|
2021
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 747 |
|
|
2020
Q3 | – | Sell |
-175
| Closed | -$9K | – | 649 |
|
|
2020
Q2 | $9K | Buy |
+175
| New | +$9K | 0.01% | 147 |
|
|
2019
Q3 | – | Sell |
-48
| Closed | -$3K | – | 166 |
|
|
2019
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 161 |
|
|
2019
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 135 |
|
|
2018
Q4 | $2K | Sell |
48
-52
| -52% | -$2.17K | ﹤0.01% | 136 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 101 |
|
|
2018
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 107 |
|