Lau Associates’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $791K | Hold |
9,900
| – | – | 0.39% | 58 |
|
|
2019
Q3 | $684K | Buy |
9,900
+1,400
| +16% | +$96.7K | 0.36% | 59 |
|
|
2019
Q2 | $595K | Hold |
8,500
| – | – | 0.28% | 63 |
|
|
2019
Q1 | $529K | Sell |
8,500
-7,855
| -48% | -$489K | 0.27% | 62 |
|
|
2018
Q4 | $851K | Buy |
16,355
+6,057
| +59% | +$315K | 0.47% | 53 |
|
|
2018
Q3 | $739K | Buy |
+10,298
| New | +$739K | 0.42% | 54 |
|