MPS Loria Financial Planners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-284
| Closed | -$20K | – | 165 |
|
|
2021
Q1 | $20K | Buy |
284
+1
| +0.4% | +$70 | 0.01% | 238 |
|
|
2020
Q4 | $17K | Buy |
283
+161
| +132% | +$9.67K | 0.01% | 248 |
|
|
2020
Q3 | $5K | Buy |
122
+1
| +0.8% | +$41 | ﹤0.01% | 272 |
|
|
2020
Q2 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 272 |
|
|
2017
Q3 | – | Sell |
-214
| Closed | -$15K | – | 117 |
|
|
2017
Q2 | $15K | Buy |
+214
| New | +$15K | 0.01% | 257 |
|