MWC
MBM Wealth Consultants’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-230
| Closed | -$10K | – | 348 |
|
|
2022
Q3 | $10K | Sell |
230
-116
| -34% | -$5.04K | ﹤0.01% | 215 |
|
|
2022
Q2 | $16K | Sell |
346
-79
| -19% | -$3.65K | 0.01% | 206 |
|
|
2022
Q1 | $23K | Sell |
425
-872
| -67% | -$47.2K | 0.01% | 213 |
|
|
2021
Q4 | $78K | Sell |
1,297
-4,997
| -79% | -$301K | 0.03% | 133 |
|
|
2021
Q3 | $441K | Buy |
6,294
+458
| +8% | +$32.1K | 0.2% | 66 |
|
|
2021
Q2 | $413K | Buy |
5,836
+28
| +0.5% | +$1.98K | 0.19% | 73 |
|
|
2021
Q1 | $421K | Sell |
5,808
-602
| -9% | -$43.6K | 0.21% | 58 |
|
|
2020
Q4 | $395K | Sell |
6,410
-16
| -0.2% | -$986 | 0.22% | 58 |
|
|
2020
Q3 | $277K | Buy |
6,426
+610
| +10% | +$26.3K | 0.18% | 67 |
|
|
2020
Q2 | $297K | Sell |
5,816
-1,692
| -23% | -$86.4K | 0.21% | 64 |
|
|
2020
Q1 | $316K | Buy |
7,508
+1,074
| +17% | +$45.2K | 0.26% | 68 |
|
|
2019
Q4 | $514K | Buy |
6,434
+236
| +4% | +$18.9K | 0.38% | 53 |
|
|
2019
Q3 | $428K | Buy |
+6,198
| New | +$428K | 0.34% | 66 |
|
|
2019
Q1 | – | Sell |
-163
| Closed | -$8K | – | 217 |
|
|
2018
Q4 | $8K | Buy |
+163
| New | +$8K | 0.01% | 186 |
|