LGWM
Litman Gregory Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-515
| Closed | -$37K | – | 88 |
|
|
2021
Q1 | $37K | Hold |
515
| – | – | 0.01% | 109 |
|
|
2020
Q4 | $32K | Hold |
515
| – | – | 0.01% | 112 |
|
|
2020
Q3 | $22K | Buy |
515
+295
| +134% | +$12.6K | ﹤0.01% | 119 |
|
|
2020
Q2 | $11K | Hold |
220
| – | – | ﹤0.01% | 129 |
|
|
2020
Q1 | $9K | Hold |
220
| – | – | ﹤0.01% | 123 |
|
|
2019
Q4 | $18K | Hold |
220
| – | – | ﹤0.01% | 128 |
|
|
2019
Q3 | $15K | Hold |
220
| – | – | ﹤0.01% | 126 |
|
|
2019
Q2 | $15K | Hold |
220
| – | – | ﹤0.01% | 146 |
|
|
2019
Q1 | $14K | Hold |
220
| – | – | ﹤0.01% | 99 |
|
|
2018
Q4 | $11K | Buy |
+220
| New | +$11K | ﹤0.01% | 110 |
|