LWM
LBA Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $61K | Hold |
1,020
| – | – | 0.03% | 184 |
|
|
2016
Q4 | $61K | Buy |
1,020
+1,000
| +5,000% | +$59.8K | 0.03% | 177 |
|
|
2016
Q3 | $1K | Sell |
20
-51
| -72% | -$2.55K | ﹤0.01% | 426 |
|
|
2016
Q2 | $3K | Buy |
71
+51
| +255% | +$2.16K | ﹤0.01% | 382 |
|
|
2016
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 402 |
|
|
2015
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 396 |
|
|
2015
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 328 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$16K | – | 261 |
|
|
2013
Q4 | $16K | Buy |
+300
| New | +$16K | 0.01% | 187 |
|