Madison Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-59,709
| Closed | -$2.57M | – | 138 |
|
|
2020
Q3 | $2.57M | Sell |
59,709
-52,000
| -47% | -$2.24M | 0.77% | 37 |
|
|
2020
Q2 | $5.71M | Sell |
111,709
-4,723
| -4% | -$241K | 1.88% | 15 |
|
|
2020
Q1 | $4.9M | Sell |
116,432
-6,496
| -5% | -$274K | 1.97% | 14 |
|
|
2019
Q4 | $9.82M | Buy |
+122,928
| New | +$9.82M | 2.82% | 9 |
|