Oxler Private Wealth’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-750
| Closed | -$31.3K | – | 120 |
|
|
2022
Q3 | $31.3K | Buy |
750
+7
| +0.9% | +$292 | 0.02% | 251 |
|
|
2022
Q2 | $34.2K | Buy |
+743
| New | +$34.2K | 0.02% | 169 |
|
|
2021
Q1 | – | Sell |
-925
| Closed | -$49K | – | 134 |
|
|
2020
Q4 | $49K | Buy |
+925
| New | +$49K | 0.03% | 161 |
|