Mascoma 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
Q2 | – | Sell |
-1,903
| Closed | -$89.6K | – | 516 |
|
|
2023
Q1 | $89.6K | Buy |
1,903
+1,000
| +111% | +$47.1K | 0.03% | 177 |
|
|
2022
Q4 | $40.8K | Hold |
903
| – | – | 0.01% | 256 |
|
|
2022
Q3 | $38K | Hold |
903
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $42K | Sell |
903
-45
| -5% | -$2.09K | 0.01% | 261 |
|
|
2022
Q1 | $51K | Buy |
948
+185
| +24% | +$9.95K | 0.02% | 252 |
|
|
2021
Q4 | $46K | Hold |
763
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $54K | Buy |
+763
| New | +$54K | 0.02% | 193 |
|
|
2021
Q2 | – | Sell |
-763
| Closed | -$56K | – | 153 |
|
|
2021
Q1 | $56K | Buy |
+763
| New | +$56K | 0.02% | 197 |
|
|
2019
Q3 | – | Sell |
-115
| Closed | -$8K | – | 115 |
|
|
2019
Q2 | $8K | Hold |
115
| – | – | 0.01% | 279 |
|
|
2019
Q1 | $7K | Hold |
115
| – | – | ﹤0.01% | 285 |
|
|
2018
Q4 | $6K | Hold |
115
| – | – | ﹤0.01% | 285 |
|
|
2018
Q3 | $8K | Hold |
115
| – | – | 0.01% | 294 |
|
|
2018
Q2 | $8K | Sell |
115
-30
| -21% | -$2.09K | 0.01% | 284 |
|
|
2018
Q1 | $10K | Buy |
145
+130
| +867% | +$8.97K | 0.01% | 268 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 361 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 382 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 389 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 353 |
|
|
2016
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 359 |
|