KWMG
King Wealth Management Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,953
| Closed | -$207K | – | 176 |
|
|
2021
Q3 | $207K | Buy |
+2,953
| New | +$207K | 0.04% | 162 |
|
|
2020
Q3 | – | Sell |
-4,654
| Closed | -$238K | – | 160 |
|
|
2020
Q2 | $238K | Buy |
+4,654
| New | +$238K | 0.07% | 131 |
|
|
2018
Q4 | – | Sell |
-3,792
| Closed | -$272K | – | 130 |
|
|
2018
Q3 | $272K | Sell |
3,792
-400
| -10% | -$28.7K | 0.09% | 105 |
|
|
2018
Q2 | $280K | Sell |
4,192
-275
| -6% | -$18.4K | 0.1% | 96 |
|
|
2018
Q1 | $302K | Hold |
4,467
| – | – | 0.11% | 97 |
|
|
2017
Q4 | $332K | Buy |
+4,467
| New | +$332K | 0.12% | 92 |
|
|
2017
Q3 | – | Sell |
-3,017
| Closed | -$202K | – | 126 |
|
|
2017
Q2 | $202K | Buy |
+3,017
| New | +$202K | 0.08% | 123 |
|