KCM Investment Advisors’s Citigroup Inc. C.PRL.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,174
| Closed | -$259K | – | 456 |
|
|
2018
Q4 | $259K | Buy |
10,174
+1,554
| +18% | +$39.6K | 0.02% | 433 |
|
|
2018
Q3 | $221K | Sell |
8,620
-28
| -0.3% | -$718 | 0.01% | 486 |
|
|
2018
Q2 | $225K | Buy |
8,648
+1,027
| +13% | +$26.7K | 0.01% | 484 |
|
|
2018
Q1 | $200K | Buy |
+7,621
| New | +$200K | 0.01% | 512 |
|