Patriot Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8.2M | Buy |
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|
2018
Q2 | $7.45M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4.21M | Sell |
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|
2017
Q1 | $11.4M | Buy |
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|
2016
Q4 | $11M | Buy |
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|
2016
Q3 | $7.38M | Sell |
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|
2016
Q2 | $6.83M | Buy |
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|
2016
Q1 | $6.58M | Buy |
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|
2015
Q4 | $8.04M | Buy |
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|
2015
Q3 | $7.69M | Buy |
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|
2015
Q2 | $8.3M | Buy |
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|
2015
Q1 | $7.66M | Buy |
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|
2014
Q4 | $7.75M | Buy |
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|
2014
Q3 | $7.29M | Buy |
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|
2014
Q2 | $5.3M | Sell |
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|
2014
Q1 | $5.35M | Buy |
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|
2013
Q4 | $5.75M | Sell |
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|
2013
Q3 | $5.42M | Buy |
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|
2013
Q2 | – | Hold |
|