MLL
Moody Lynn & Lieberson’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,105
| Closed | -$1.21M | – | 169 |
|
|
2019
Q4 | $1.21M | Buy |
+15,105
| New | +$1.21M | 0.12% | 108 |
|
|
2018
Q4 | – | Sell |
-149,572
| Closed | -$10.7M | – | 194 |
|
|
2018
Q3 | $10.7M | Buy |
149,572
+10,879
| +8% | +$780K | 1.14% | 33 |
|
|
2018
Q2 | $9.28M | Buy |
138,693
+129,988
| +1,493% | +$8.7M | 1.1% | 33 |
|
|
2018
Q1 | $588K | Sell |
8,705
-139,737
| -94% | -$9.44M | 0.07% | 131 |
|
|
2017
Q4 | $11.7M | Buy |
148,442
+97,850
| +193% | +$7.69M | 1.25% | 32 |
|
|
2017
Q3 | $3.68M | Sell |
50,592
-41,963
| -45% | -$3.05M | 0.45% | 60 |
|
|
2017
Q2 | $6.19M | Buy |
+92,555
| New | +$6.19M | 0.81% | 40 |
|
|
2017
Q1 | – | Sell |
-107,390
| Closed | -$6.38M | – | 172 |
|
|
2016
Q4 | $6.38M | Buy |
107,390
+84,650
| +372% | +$5.03M | 0.92% | 39 |
|
|
2016
Q3 | $1.07M | Buy |
+22,740
| New | +$1.07M | 0.18% | 82 |
|
|
2015
Q3 | – | Sell |
-139,363
| Closed | -$7.7M | – | 164 |
|
|
2015
Q2 | $7.7M | Buy |
+139,363
| New | +$7.7M | 1.23% | 27 |
|