Personal Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-232
| Closed | -$16K | – | 123 |
|
|
2021
Q2 | $16K | Buy |
+232
| New | +$16K | 0.01% | 229 |
|
|
2020
Q1 | – | Sell |
-473
| Closed | -$38K | – | 136 |
|
|
2019
Q4 | $38K | Hold |
473
| – | – | 0.02% | 158 |
|
|
2019
Q3 | $33K | Buy |
473
+93
| +24% | +$6.49K | 0.02% | 166 |
|
|
2019
Q2 | $27K | Buy |
+380
| New | +$27K | 0.01% | 164 |
|