Precision Wealth Strategies’s Citizens Financial Group CFG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,608
Closed -$300K 114
2022
Q3
$300K Sell
7,608
-927
-11% -$36.6K 0.26% 85
2022
Q2
$302K Buy
8,535
+341
+4% +$12.1K 0.24% 99
2022
Q1
$371K Sell
8,194
-2,672
-25% -$121K 0.22% 96
2021
Q4
$513K Buy
10,866
+1,496
+16% +$70.6K 0.37% 81
2021
Q3
$440K Buy
9,370
+4,397
+88% +$206K 0.34% 71
2021
Q2
$228K Buy
+4,973
New +$228K 0.2% 100