NWM
NEIRG Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63,147
| Closed | -$2.86M | – | 141 |
|
|
2022
Q4 | $2.86M | Buy |
63,147
+8,370
| +15% | +$379K | 0.54% | 58 |
|
|
2022
Q3 | $2.28M | Buy |
54,777
+11,125
| +25% | +$464K | 0.46% | 63 |
|
|
2022
Q2 | $2.01M | Buy |
43,652
+25,757
| +144% | +$1.18M | 0.44% | 69 |
|
|
2022
Q1 | $956K | Buy |
17,895
+9,924
| +125% | +$530K | 0.19% | 88 |
|
|
2021
Q4 | $481K | Buy |
+7,971
| New | +$481K | 0.09% | 91 |
|