Omnia Family Wealth’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 |
-748
| Closed | -$47K | – | 164 |
|
|
2019
Q1 | $47K | Sell |
748
-177
| -19% | -$11.1K | 0.02% | 164 |
|
|
2018
Q4 | $48K | Hold |
925
| – | – | 0.03% | 154 |
|
|
2018
Q3 | $66K | Hold |
925
| – | – | 0.03% | 140 |
|
|
2018
Q2 | $62K | Hold |
925
| – | – | 0.03% | 140 |
|
|
2018
Q1 | $62K | Sell |
925
-1,374
| -60% | -$92.1K | 0.03% | 136 |
|
|
2017
Q4 | $171K | Buy |
2,299
+1,500
| +188% | +$112K | 0.08% | 95 |
|
|
2017
Q3 | $58K | Sell |
799
-256
| -24% | -$18.6K | 0.03% | 144 |
|
|
2017
Q2 | $71K | Hold |
1,055
| – | – | 0.03% | 133 |
|
|
2017
Q1 | $63K | Sell |
1,055
-3,000
| -74% | -$179K | 0.03% | 140 |
|
|
2016
Q4 | $241K | Buy |
+4,055
| New | +$241K | 0.12% | 78 |
|