KIA
King Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,625
| Closed | -$272K | – | 9 |
|
|
2015
Q3 | $272K | Sell |
5,625
-13,380
| -70% | -$647K | 1.84% | 11 |
|
|
2015
Q2 | $1.05M | Sell |
19,005
-91,550
| -83% | -$5.06M | 2.41% | 14 |
|
|
2015
Q1 | $5.69M | Sell |
110,555
-4,240
| -4% | -$218K | 2.71% | 15 |
|
|
2014
Q4 | $6.2M | Buy |
114,795
+650
| +0.6% | +$35.1K | 2.76% | 15 |
|
|
2014
Q3 | $5.92M | Buy |
114,145
+1,085
| +1% | +$56.2K | 2.69% | 13 |
|
|
2014
Q2 | $5.33M | Buy |
113,060
+1,300
| +1% | +$61.2K | 2.27% | 18 |
|
|
2014
Q1 | $5.32M | Buy |
111,760
+6,855
| +7% | +$326K | 2.44% | 18 |
|
|
2013
Q4 | $5.47M | Buy |
104,905
+25,640
| +32% | +$1.34M | 2.5% | 13 |
|
|
2013
Q3 | $3.85M | Sell |
79,265
-3,430
| -4% | -$166K | 1.66% | 21 |
|
|
2013
Q2 | $3.97M | Buy |
+82,695
| New | +$3.97M | 1.64% | 24 |
|