Montrusco Bolton Investments’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,251
| Closed | -$151K | – | 77 |
|
|
2017
Q2 | $151K | Buy |
+2,251
| New | +$151K | 0.01% | 75 |
|
|
2015
Q2 | – | Sell |
-8,070
| Closed | -$416K | – | 76 |
|
|
2015
Q1 | $416K | Sell |
8,070
-770
| -9% | -$39.7K | 0.03% | 79 |
|
|
2014
Q4 | $478K | Buy |
+8,840
| New | +$478K | 0.03% | 71 |
|
|
2013
Q4 | – | Sell |
-20,000
| Closed | -$970K | – | 82 |
|
|
2013
Q3 | $970K | Buy |
20,000
+600
| +3% | +$29.1K | 0.07% | 74 |
|
|
2013
Q2 | $931K | Buy |
+19,400
| New | +$931K | 0.08% | 73 |
|