LWP
Legacy Wealth Planning’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,049
| Closed | -$216K | – | 93 |
|
|
2022
Q1 | $216K | Hold |
4,049
| – | – | 0.25% | 91 |
|
|
2021
Q4 | $245K | Hold |
4,049
| – | – | 0.28% | 76 |
|
|
2021
Q3 | $284K | Hold |
4,049
| – | – | 0.32% | 68 |
|
|
2021
Q2 | $286K | Hold |
4,049
| – | – | 0.33% | 68 |
|
|
2021
Q1 | $295K | Buy |
4,049
+155
| +4% | +$11.3K | 0.38% | 61 |
|
|
2020
Q4 | $240K | Buy |
+3,894
| New | +$240K | 0.31% | 67 |
|
|
2020
Q3 | – | Sell |
-4,208
| Closed | -$215K | – | 80 |
|
|
2020
Q2 | $215K | Buy |
+4,208
| New | +$215K | 0.26% | 67 |
|
|
2020
Q1 | – | Sell |
-3,638
| Closed | -$291K | – | 74 |
|
|
2019
Q4 | $291K | Buy |
+3,638
| New | +$291K | 0.33% | 55 |
|