Legacy Wealth Planning’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$216K Hold
2021
Q4
$245K Hold
2021
Q3
$284K Hold
2021
Q2
$286K Hold
2021
Q1
$295K Buy
2020
Q4
$240K Buy
2020
Q3
Sell
2020
Q2
$215K Buy
2020
Q1
Sell
2019
Q4
$291K Buy