Principle Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,083
| Closed | -$158K | – | 190 |
|
|
2020
Q2 | $158K | Buy |
+3,083
| New | +$158K | 0.05% | 164 |
|
|
2020
Q1 | – | Sell |
-3,295
| Closed | -$263K | – | 144 |
|
|
2019
Q4 | $263K | Buy |
3,295
+220
| +7% | +$17.6K | 0.08% | 139 |
|
|
2019
Q3 | $212K | Buy |
3,075
+133
| +5% | +$9.17K | 0.07% | 156 |
|
|
2019
Q2 | $206K | Buy |
+2,942
| New | +$206K | 0.11% | 133 |
|
|
2019
Q1 | – | Sell |
-4,835
| Closed | -$252K | – | 130 |
|
|
2018
Q4 | $252K | Buy |
+4,835
| New | +$252K | 0.21% | 93 |
|