KCS Wealth Advisory’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $874K | Sell |
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|
2021
Q1 | $900K | Buy |
|
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|
2020
Q4 | $758K | Sell |
|
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|
2020
Q3 | $546K | Buy |
|
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|
2020
Q2 | $642K | Sell |
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|
2020
Q1 | $616K | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $955K | Buy |
|
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|
2019
Q2 | $904K | Buy |
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|
2019
Q1 | $772K | Buy |
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|
2018
Q4 | $545K | Buy |
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|
2018
Q3 | $734K | Sell |
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|
2018
Q2 | $692K | Sell |
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|
2018
Q1 | $715K | Buy |
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|
2017
Q4 | $780K | Buy |
|