LJI Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,962
| Closed | -$245K | – | 171 |
|
|
2023
Q3 | $245K | Sell |
5,962
-700
| -11% | -$28.8K | 0.07% | 140 |
|
|
2023
Q2 | $307K | Sell |
6,662
-249
| -4% | -$11.5K | 0.09% | 114 |
|
|
2023
Q1 | $324K | Sell |
6,911
-60
| -0.9% | -$2.81K | 0.1% | 105 |
|
|
2022
Q4 | $315K | Buy |
+6,971
| New | +$315K | 0.11% | 93 |
|