Lourd Capital’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $434K | Buy |
6,196
+760
| +14% | +$53.2K | 0.04% | 71 |
|
|
2019
Q1 | $338K | Sell |
5,436
-237
| -4% | -$14.7K | 0.03% | 82 |
|
|
2018
Q4 | $295K | Sell |
5,673
-3,077
| -35% | -$160K | 0.02% | 196 |
|
|
2018
Q3 | $628K | Buy |
+8,750
| New | +$628K | 0.04% | 104 |
|
|
2018
Q1 | – | Sell |
-9,501
| Closed | -$707K | – | 148 |
|
|
2017
Q4 | $707K | Buy |
9,501
+3,750
| +65% | +$279K | 0.05% | 108 |
|
|
2017
Q3 | $418K | Buy |
5,751
+11
| +0.2% | +$800 | 0.04% | 73 |
|
|
2017
Q2 | $384K | Buy |
5,740
+1,055
| +23% | +$70.6K | 0.04% | 74 |
|
|
2017
Q1 | $280K | Buy |
+4,685
| New | +$280K | 0.03% | 91 |
|