Northwest Capital Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-295
| Closed | -$18.7K | – | 460 |
|
2024
Q2 | $18.7K | Sell |
295
-22
| -7% | -$1.4K | 0.01% | 256 |
|
2024
Q1 | $20K | Hold |
317
| – | – | 0.01% | 308 |
|
2023
Q4 | $16.3K | Hold |
317
| – | – | 0.01% | 318 |
|
2023
Q3 | $13K | Hold |
317
| – | – | 0.01% | 331 |
|
2023
Q2 | $14.6K | Buy |
+317
| New | +$14.6K | 0.01% | 324 |
|