PVWM
Point View Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.17M | Buy |
35,129
+508
| +1% | +$31.3K | 0.88% | 28 |
|
|
2020
Q3 | $1.49M | Buy |
34,621
+50
| +0.1% | +$2.16K | 0.71% | 40 |
|
|
2020
Q2 | $1.77M | Sell |
34,571
-573
| -2% | -$29.3K | 0.85% | 30 |
|
|
2020
Q1 | $1.48M | Buy |
35,144
+2,051
| +6% | +$86.4K | 0.81% | 30 |
|
|
2019
Q4 | $2.64M | Buy |
33,093
+619
| +2% | +$49.5K | 1.1% | 15 |
|
|
2019
Q3 | $2.24M | Sell |
32,474
-4,355
| -12% | -$301K | 1.02% | 21 |
|
|
2019
Q2 | $2.58M | Sell |
36,829
-618
| -2% | -$43.3K | 1.1% | 15 |
|
|
2019
Q1 | $2.33M | Buy |
37,447
+17
| +0% | +$1.06K | 1.04% | 21 |
|
|
2018
Q4 | $1.95M | Buy |
37,430
+2,050
| +6% | +$107K | 0.98% | 24 |
|
|
2018
Q3 | $2.54M | Buy |
35,380
+1,833
| +5% | +$131K | 1.13% | 15 |
|
|
2018
Q2 | $2.25M | Buy |
33,547
+597
| +2% | +$40K | 1.04% | 18 |
|
|
2018
Q1 | $2.22M | Buy |
32,950
+262
| +0.8% | +$17.7K | 1.07% | 16 |
|
|
2017
Q4 | $2.43M | Sell |
32,688
-476
| -1% | -$35.4K | 1.15% | 14 |
|
|
2017
Q3 | $2.41M | Sell |
33,164
-653
| -2% | -$47.5K | 1.16% | 13 |
|
|
2017
Q2 | $2.26M | Buy |
33,817
+1,722
| +5% | +$115K | 1.11% | 17 |
|
|
2017
Q1 | $1.92M | Buy |
32,095
+3,209
| +11% | +$192K | 0.99% | 18 |
|
|
2016
Q4 | $1.72M | Sell |
28,886
-584
| -2% | -$34.7K | 0.99% | 20 |
|
|
2016
Q3 | $1.39M | Buy |
29,470
+1,216
| +4% | +$57.4K | 0.83% | 34 |
|
|
2016
Q2 | $1.2M | Buy |
28,254
+695
| +3% | +$29.5K | 0.73% | 38 |
|
|
2016
Q1 | $1.15M | Sell |
27,559
-224,673
| -89% | -$9.38M | 0.74% | 36 |
|
|
2015
Q4 | $1.31M | Buy |
252,232
+226,991
| +899% | +$1.17M | 0.94% | 28 |
|
|
2015
Q3 | $1.25M | Buy |
25,241
+1,455
| +6% | +$72.2K | 1% | 27 |
|
|
2015
Q2 | $1.31M | Buy |
23,786
+1,064
| +5% | +$58.8K | 1.02% | 25 |
|
|
2015
Q1 | $1.17M | Buy |
22,722
+2,714
| +14% | +$140K | 0.9% | 32 |
|
|
2014
Q4 | $1.08M | Buy |
20,008
+2,754
| +16% | +$149K | 0.81% | 36 |
|
|
2014
Q3 | $894K | Buy |
17,254
+3,277
| +23% | +$170K | 0.76% | 38 |
|
|
2014
Q2 | $658K | Buy |
13,977
+448
| +3% | +$21.1K | 0.57% | 61 |
|
|
2014
Q1 | $644K | Buy |
13,529
+857
| +7% | +$40.8K | 0.59% | 60 |
|
|
2013
Q4 | $660K | Buy |
+12,672
| New | +$660K | 0.63% | 54 |
|