Liberty Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-2,457
| Closed | -$119K | – | 309 |
|
2021
Q3 | $119K | Buy |
2,457
+1,593
| +184% | +$77.2K | 0.04% | 254 |
|
2021
Q2 | $40K | Buy |
+864
| New | +$40K | 0.02% | 366 |
|
2019
Q3 | – | Sell |
-1,011
| Closed | -$36K | – | 882 |
|
2019
Q2 | $36K | Sell |
1,011
-56
| -5% | -$1.99K | 0.03% | 301 |
|
2019
Q1 | $34K | Buy |
+1,067
| New | +$34K | 0.03% | 261 |
|