Johanson Financial Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-40,691
| Closed | -$510K | – | 114 |
|
|
2019
Q4 | $510K | Buy |
+40,691
| New | +$510K | 0.02% | 186 |
|
|
2018
Q4 | – | Sell |
-3,393
| Closed | -$245K | – | 87 |
|
|
2018
Q3 | $245K | Sell |
3,393
-484
| -12% | -$34.9K | 0.14% | 82 |
|
|
2018
Q2 | $259K | Buy |
3,877
+39
| +1% | +$2.61K | 0.16% | 78 |
|
|
2018
Q1 | $259K | Buy |
3,838
+95
| +3% | +$6.41K | 0.17% | 77 |
|
|
2017
Q4 | $277K | Buy |
3,743
+500
| +15% | +$37K | 0.18% | 76 |
|
|
2017
Q3 | $235K | Buy |
+3,243
| New | +$235K | 0.17% | 77 |
|