MCIA
Mountain Capital Investment Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34,843
| Closed | -$1.66M | – | 60 |
|
|
2023
Q2 | $1.66M | Sell |
34,843
-10,376
| -23% | -$495K | 0.63% | 26 |
|
|
2023
Q1 | $2.14M | Sell |
45,219
-794
| -2% | -$37.6K | 0.94% | 32 |
|
|
2022
Q4 | $2.22M | Buy |
46,013
+10,586
| +30% | +$510K | 1.01% | 31 |
|
|
2022
Q3 | $1.54M | Buy |
35,427
+10,675
| +43% | +$463K | 0.8% | 41 |
|
|
2022
Q2 | $1.16M | Buy |
24,752
+12,993
| +110% | +$610K | 0.58% | 49 |
|
|
2022
Q1 | $594K | Buy |
+11,759
| New | +$594K | 0.28% | 76 |
|
|
2017
Q4 | – | Sell |
-103
| Closed | -$7K | – | 92 |
|
|
2017
Q3 | $7K | Buy |
103
+1
| +1% | +$68 | 0.01% | 308 |
|
|
2017
Q2 | $7K | Buy |
+102
| New | +$7K | 0.01% | 332 |
|