Liberty Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-591
| Closed | -$41K | – | 295 |
|
|
2021
Q3 | $41K | Buy |
591
+122
| +26% | +$8.46K | 0.01% | 462 |
|
|
2021
Q2 | $33K | Sell |
469
-511
| -52% | -$36K | 0.01% | 402 |
|
|
2021
Q1 | $57K | Hold |
980
| – | – | 0.03% | 258 |
|
|
2020
Q4 | $57K | Buy |
980
+257
| +36% | +$14.9K | 0.03% | 256 |
|
|
2020
Q3 | $31K | Sell |
723
-26
| -3% | -$1.12K | 0.02% | 320 |
|
|
2020
Q2 | $38K | Buy |
749
+108
| +17% | +$5.48K | 0.03% | 258 |
|
|
2020
Q1 | $27K | Buy |
641
+19
| +3% | +$800 | 0.02% | 302 |
|
|
2019
Q4 | $49K | Buy |
622
+4
| +0.6% | +$315 | 0.04% | 248 |
|
|
2019
Q3 | $43K | Sell |
618
-827
| -57% | -$57.5K | 0.04% | 252 |
|
|
2019
Q2 | $101K | Buy |
1,445
+309
| +27% | +$21.6K | 0.09% | 166 |
|
|
2019
Q1 | $70K | Sell |
1,136
-258
| -19% | -$15.9K | 0.05% | 172 |
|
|
2018
Q4 | $72K | Buy |
+1,394
| New | +$72K | 0.05% | 157 |
|