PS
Planned Solutions’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-832
| Closed | -$52.1K | – | 183 |
|
|
2024
Q3 | $52.1K | Buy |
+832
| New | +$52.1K | 0.02% | 298 |
|
|
2024
Q1 | – | Sell |
-1,832
| Closed | -$94.2K | – | 158 |
|
|
2023
Q4 | $94.2K | Buy |
+1,832
| New | +$94.2K | 0.04% | 194 |
|
|
2021
Q1 | – | Sell |
-1,732
| Closed | -$107K | – | 111 |
|
|
2020
Q4 | $107K | Buy |
1,732
+232
| +15% | +$14.3K | 0.09% | 93 |
|
|
2020
Q3 | $65K | Buy |
+1,500
| New | +$65K | 0.06% | 115 |
|