Lee Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.15M | Buy |
17,000
+3,000
| +21% | +$203K | 0.87% | 41 |
|
|
2017
Q4 | $1.04M | Hold |
14,000
| – | – | 0.89% | 41 |
|
|
2017
Q3 | $1.02M | Hold |
14,000
| – | – | 0.82% | 47 |
|
|
2017
Q2 | $936K | Sell |
14,000
-20,000
| -59% | -$1.34M | 0.83% | 47 |
|
|
2017
Q1 | $2.03M | Buy |
34,000
+2,000
| +6% | +$120K | 1.82% | 16 |
|
|
2016
Q4 | $1.9M | Buy |
+32,000
| New | +$1.9M | 1.79% | 17 |
|