MWM
MinichMacGregor Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-149
| Closed | -$6.74K | – | 168 |
|
|
2022
Q4 | $6.74K | Buy |
+149
| New | +$6.74K | ﹤0.01% | 450 |
|
|
2018
Q4 | – | Sell |
-274
| Closed | -$19K | – | 157 |
|
|
2018
Q3 | $19K | Hold |
274
| – | – | 0.01% | 223 |
|
|
2018
Q2 | $18K | Sell |
274
-1,098
| -80% | -$72.1K | 0.01% | 223 |
|
|
2018
Q1 | $92K | Sell |
1,372
-192
| -12% | -$12.9K | 0.07% | 74 |
|
|
2017
Q4 | $116K | Sell |
1,564
-75
| -5% | -$5.56K | 0.09% | 63 |
|
|
2017
Q3 | $119K | Buy |
1,639
+163
| +11% | +$11.8K | 0.1% | 57 |
|
|
2017
Q2 | $98K | Buy |
1,476
+150
| +11% | +$9.96K | 0.09% | 64 |
|
|
2017
Q1 | $79K | Buy |
1,326
+9
| +0.7% | +$536 | 0.07% | 74 |
|
|
2016
Q4 | $78K | Sell |
1,317
-1,513
| -53% | -$89.6K | 0.07% | 78 |
|
|
2016
Q3 | $133K | Buy |
2,830
+5
| +0.2% | +$235 | 0.12% | 48 |
|
|
2016
Q2 | $119K | Buy |
2,825
+2
| +0.1% | +$84 | 0.11% | 52 |
|
|
2016
Q1 | $117K | Sell |
2,823
-5
| -0.2% | -$207 | 0.11% | 52 |
|
|
2015
Q4 | $152K | Buy |
+2,828
| New | +$152K | 0.14% | 45 |
|