MinichMacGregor Wealth Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-57
| Closed | -$2K | – | 166 |
|
|
2018
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 442 |
|
|
2018
Q2 | $2K | Buy |
57
+8
| +16% | +$281 | ﹤0.01% | 434 |
|
|
2018
Q1 | $2K | Buy |
49
+2
| +4% | +$82 | ﹤0.01% | 420 |
|
|
2017
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 443 |
|
|
2017
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 420 |
|
|
2017
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 413 |
|
|
2017
Q1 | $1K | Sell |
47
-44
| -48% | -$936 | ﹤0.01% | 403 |
|
|
2016
Q4 | $3K | Sell |
91
-32
| -26% | -$1.06K | ﹤0.01% | 361 |
|
|
2016
Q3 | $3K | Buy |
123
+10
| +9% | +$244 | ﹤0.01% | 355 |
|
|
2016
Q2 | $2K | Buy |
113
+4
| +4% | +$71 | ﹤0.01% | 357 |
|
|
2016
Q1 | $2K | Buy |
109
+39
| +56% | +$716 | ﹤0.01% | 348 |
|
|
2015
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 345 |
|