Northwest Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-397
| Closed | -$25K | – | 155 |
|
|
2019
Q1 | $25K | Hold |
397
| – | – | 0.02% | 279 |
|
|
2018
Q4 | $21K | Hold |
397
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $28K | Hold |
397
| – | – | 0.02% | 267 |
|
|
2018
Q2 | $27K | Buy |
397
+231
| +139% | +$15.7K | 0.02% | 274 |
|
|
2018
Q1 | $11K | Buy |
+166
| New | +$11K | 0.01% | 343 |
|