Kiley Juergens Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,157
| Closed | -$418K | – | 67 |
|
|
2023
Q3 | $418K | Sell |
10,157
-2,774
| -21% | -$114K | 0.15% | 66 |
|
|
2023
Q2 | $595K | Sell |
12,931
-1,170
| -8% | -$53.9K | 0.21% | 61 |
|
|
2023
Q1 | $661K | Sell |
14,101
-668
| -5% | -$31.3K | 0.25% | 61 |
|
|
2022
Q4 | $668K | Sell |
14,769
-1,641
| -10% | -$74.2K | 0.28% | 59 |
|
|
2022
Q3 | $683K | Buy |
16,410
+1,297
| +9% | +$54K | 0.32% | 57 |
|
|
2022
Q2 | $695K | Buy |
+15,113
| New | +$695K | 0.33% | 54 |
|