NWS
Newport Wealth Strategies’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $403K | Sell |
5,744
-27
| -0.5% | -$1.89K | 0.24% | 66 |
|
|
2021
Q2 | $408K | Buy |
5,771
+516
| +10% | +$36.5K | 0.24% | 73 |
|
|
2021
Q1 | $382K | Buy |
+5,255
| New | +$382K | 0.24% | 71 |
|
|
2020
Q3 | – | Sell |
-4,409
| Closed | -$225K | – | 91 |
|
|
2020
Q2 | $225K | Buy |
+4,409
| New | +$225K | 0.21% | 77 |
|
|
2020
Q1 | – | Sell |
-4,028
| Closed | -$317K | – | 88 |
|
|
2019
Q4 | $317K | Buy |
+4,028
| New | +$317K | 0.23% | 78 |
|