Mosaic Family Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $389K | Buy |
6,446
+412
| +7% | +$24.9K | 0.1% | 116 |
|
|
2021
Q3 | $423K | Buy |
+6,034
| New | +$423K | 0.12% | 112 |
|
|
2019
Q2 | – | Sell |
-1,366
| Closed | -$85K | – | 229 |
|
|
2019
Q1 | $85K | Sell |
1,366
-444
| -25% | -$27.6K | 0.03% | 255 |
|
|
2018
Q4 | $94K | Sell |
1,810
-236
| -12% | -$12.3K | 0.04% | 233 |
|
|
2018
Q3 | $133K | Buy |
2,046
+597
| +41% | +$38.8K | 0.05% | 191 |
|
|
2018
Q2 | $97K | Sell |
1,449
-3
| -0.2% | -$201 | 0.04% | 230 |
|
|
2018
Q1 | $98K | Sell |
1,452
-700
| -33% | -$47.2K | 0.04% | 228 |
|
|
2017
Q4 | $160K | Sell |
2,152
-8,453
| -80% | -$628K | 0.06% | 190 |
|
|
2017
Q3 | $772K | Sell |
10,605
-1,023
| -9% | -$74.5K | 0.3% | 57 |
|
|
2017
Q2 | $778K | Buy |
11,628
+4,900
| +73% | +$328K | 0.32% | 55 |
|
|
2017
Q1 | $402K | Sell |
6,728
-200
| -3% | -$12K | 0.17% | 103 |
|
|
2016
Q4 | $411K | Sell |
6,928
-500
| -7% | -$29.7K | 0.19% | 103 |
|
|
2016
Q3 | $351K | Buy |
7,428
+685
| +10% | +$32.4K | 0.16% | 114 |
|
|
2016
Q2 | $286K | Buy |
6,743
+5,791
| +608% | +$246K | 0.14% | 127 |
|
|
2016
Q1 | $39K | Hold |
952
| – | – | 0.02% | 351 |
|
|
2015
Q4 | $49K | Buy |
+952
| New | +$49K | 0.02% | 328 |
|