MWM
Midwest Wealth Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.13M | Buy |
47,036
+2,026
| +5% | +$91.8K | 1.29% | 29 |
|
|
2021
Q4 | $2.13M | Buy |
45,010
+2,135
| +5% | +$101K | 1.33% | 29 |
|
|
2021
Q3 | $2.01M | Buy |
42,875
+998
| +2% | +$46.9K | 1.39% | 22 |
|
|
2021
Q2 | $1.92M | Buy |
41,877
+567
| +1% | +$26K | 1.37% | 24 |
|
|
2021
Q1 | $1.82M | Buy |
41,310
+2,281
| +6% | +$101K | 1.48% | 21 |
|
|
2020
Q4 | $1.4M | Buy |
+39,029
| New | +$1.4M | 1.28% | 27 |
|