Kalos Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-27,967
| Closed | -$2.09M | – | 270 |
|
|
2021
Q1 | $2.09M | Sell |
27,967
-4,844
| -15% | -$363K | 0.65% | 34 |
|
|
2020
Q4 | $2.07M | Sell |
32,811
-3,555
| -10% | -$224K | 0.88% | 35 |
|
|
2020
Q3 | $1.73M | Sell |
36,366
-3,296
| -8% | -$157K | 0.77% | 41 |
|
|
2020
Q2 | $2.13M | Buy |
+39,662
| New | +$2.13M | 0.9% | 38 |
|
|
2020
Q1 | – | Sell |
-32,300
| Closed | -$2.58M | – | 209 |
|
|
2019
Q4 | $2.58M | Buy |
+32,300
| New | +$2.58M | 0.94% | 28 |
|
|
2016
Q1 | – | Hold |
0
| – | -$4K | – | 193 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 470 |
|