Koss-Olinger Consulting’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,962
| Closed | -$274K | – | 279 |
|
|
2023
Q2 | $274K | Buy |
5,962
+66
| +1% | +$3.03K | 0.03% | 201 |
|
|
2023
Q1 | $276K | Buy |
+5,896
| New | +$276K | 0.03% | 185 |
|
|
2022
Q1 | – | Sell |
-3,475
| Closed | -$210K | – | 210 |
|
|
2021
Q4 | $210K | Buy |
3,475
+41
| +1% | +$2.48K | 0.03% | 183 |
|
|
2021
Q3 | $241K | Buy |
3,434
+46
| +1% | +$3.23K | 0.04% | 197 |
|
|
2021
Q2 | $240K | Sell |
3,388
-805
| -19% | -$57K | 0.04% | 205 |
|
|
2021
Q1 | $305K | Buy |
+4,193
| New | +$305K | 0.05% | 168 |
|